Matthew
Nahman

Fidelity Personal And Workplace Advisors

CRD#6935269
Investment Advisor
in Los Angeles, CA

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About this Advisor

Matthew Nahman is a financial advisor who works out of Los Angeles, California with a total of 1 year of industry experience. Nahman currently works for Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Artco Investments, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Mass Mutual Life Insurance Company, Mml Investors Services, Lenox Advisors, Byblos Bank, Loyola Marymount University and Fidelity Investments. Nahman maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in California and Texas. Fidelity Personal And Workplace Advisors is a business based in Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 employees. It has $653 billion in assets across its 1,712,247 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 11 charitable organizations. Of its 1,712,247 client accounts, 31% belong to high-net-worth investors who have more than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management typically depend on which services the firm provides the client. Fees charged by Fidelity Personal And Workplace Advisors most likely consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2000 Ave Of The Stars N. Tower
Los Angeles, CA 90067

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

CA Average: $16,012,751,954
Total Number of Employees

13,507

CA Average: 118
Total Number of Accounts

1,712,247

CA Average: 4,567
Average Account Size

$381,106

CA Average: $3,506,186

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

Matthew Nahman Work History

Matthew has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Fidelity Investments

2019 - 2022 (3 years)

Mass Mutual Life Insurance Company

2019 - 2022 (3 years)

Mml Investors Services

2019 - 2022 (3 years)

Lenox Advisors

2018 - 2019 (1 year)

Northwestern Mutual Life Insurance Company

2018 - 2019 (1 year)

Northwestern Mutual Investment Services LLC

2014 - 2017 (3 years)

Artco Investments

2013 - 2013 (< 1 year)

Byblos Bank

2011 - 2013 (2 years)

Loyola Marymount University

*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 Matthew Nahman 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

Nora Clifford
Greenbrae, CA
Sean Sanders
Boston, MA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Randall Rogers
Smithfield, RI
Michael Gefen
Fairfield, CT
Andrew Draluck
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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