Kellen
Hirayama
Fidelity Personal And Workplace Advisors
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About this Advisor
Kellen Hirayama is a financial advisor operating out of Brea, California with 1 year of relevant experience. Hirayama is an employee of Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Chapman University Institutional Research & Decision Support, Chapman University Women'S Basketball Team, R&M Reyes Enterprise, Fidelity Investments, Rolling Hills Prepratory, South Torrance High School and Calle Mayor Middle School. Hirayama has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Fidelity Personal And Workplace Advisors is a financial advisory firm operating out of Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 people on staff. It handles $653 billion in assets among its 1,712,247 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 11 charitable organizations. Of its 1,712,247 client accounts, 31% are held by high-net-worth clients who have at least $1 million in investable assets. The business offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fees billed by Fidelity Personal And Workplace Advisors most likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Kellen Hirayama Work History
Kellen has been registered as a financial advisor for 1 years.*
Fidelity Investments
R&M Reyes Enterprise
Chapman University Institutional Research & Decision Support
Chapman University Women'S Basketball Team
Rolling Hills Prepratory
South Torrance High School
Calle Mayor Middle School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kellen Hirayama to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fidelity Personal And Workplace Advisors
Greenbrae, CA
Boston, MA
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Boston, MA
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Fairfield, CT
Fort Lauderdale, FL
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