Fidelity Personal And Workplace Advisors

Investment Advisor
in Palo Alto, CA

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About this Advisor

Michael Tran is a financial advisor working out of Palo Alto, California, with 10 years of professional experience. Tran is on the advisory team at Fidelity Personal And Workplace Advisors. During their career, Tran has held roles at Morgan Stanley, Fidelity Investments, Fidelity Brokerage Services, St. Mary'S College Of Ca, Charles Schwab & Co., Inc and Charles Schwab Bank. Tran holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Fidelity Personal And Workplace Advisors is a financial advisory firm that has its headquarters in Palo Alto, California. The firm has offices in 3,180 locations and a total of 11,220 financial advisors. It oversees $727 billion in assets under management across its 1,509,611 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves nine charities and foundations. Of its 1,509,611 client accounts, 34% are held by high-net-worth investors who have at least $1 million in assets. Fidelity Personal And Workplace Advisors offers a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically depend on which services are provided. Fees billed by Fidelity Personal And Workplace Advisors likely are comprised of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

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, Other

Fee Structure

Percentage of Assets, Fixed Fees



Office Location

251 University Avenue
Palo Alto, CA 94301

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management


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


CA Average: 118
Total Number of Accounts


CA Average: 4,567
Average Account Size


CA Average: $3,506,186

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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
  • Other

Michael Tran Work History

Michael has 10 years of experience.

2019 - Present (3 years)

Fidelity Brokerage Services

2016 - 2019 (3 years)

Charles Schwab & Co., Inc

2016 - 2019 (3 years)

Charles Schwab Bank

2014 - 2016 (2 years)

Fidelity Investments

2013 - 2014 (1 year)

Morgan Stanley

2012 - 2013 (1 year)

St. Mary'S College Of Ca


Michael Tran has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Cameron Simmons
Leawood, KS
Haley Clavenna
Katy, TX
Michael Tran
Palo Alto, CA
Jessica Nyce
Towson, MD
Sirak Teodros
Boston, MA
Lindsay Phillips
Boston, MA
Joshua St. Laurent
Boston, MA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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