Kovid
Tallam
Fidelity Personal And Workplace Advisors
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About this Advisor
Kovid Tallam is a financial advisor based in Burlingame, California, working with Fidelity Personal And Workplace Advisors. Kovid has previously held positions at Santa Clara University, Hillstone Restaurant Group, Los Altos Grill, Go Paladin, Superdry, Doordash Inc, University Of California, Santa Cruz, Science Internship Program, Fidelity Investments, Saint Francis High School, and Montessori School Of Fremont. Kovid has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Kovid is part of Fidelity Personal And Workplace Advisors, which operates out of Burlingame, California. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
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
Kovid Tallam Work History
Fidelity Investments
Santa Clara University
Hillstone Restaurant Group, Los Altos Grill
Go Paladin
Santa Clara University
Santa Clara University
Superdry
Santa Clara University
Doordash Inc
Santa Clara University
University Of California, Santa Cruz, Science Internship Program
Saint Francis High School
Montessori School Of Fremont
Disclosures
Please visit the SEC profile of Kovid Tallam to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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