Nicholas
Almasov

Fidelity Personal And Workplace Advisors

CRD#6492738
Investment Advisor
in Los Gatos, CA

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About this Advisor

Nicholas Almasov is an investment advisor who works in Los Gatos, California. Currently a registered advisor with Fidelity Personal And Workplace Advisors, they have accumulated 10 years of work experience. Almasov holds Series 63 and Series 66 licenses, certifying the advisor as a securities representative. Almasov is registered to operate in California. Over the course of their career, Almasov has held roles at Wells Fargo Advisors, LLC, Wells Fargo Bank, Na, Best Buy, Bancwest Investment Services, Bank Of The West and Fidelity Brokerage Services LLC. Fidelity Personal And Workplace Advisors is headquartered in Los Gatos, California, and operates out of 1,138 additional offices in the nation. In aggregate, Fidelity Personal And Workplace Advisors oversees $453 billion in assets covering 1,038,219 accounts and employs more than 8,158 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 29% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Fidelity Personal And Workplace Advisors offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, 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

Disclosures

No

Office Location

434 N Santa Cruz Ave
Los Gatos, CA 95030-5321

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$453,297,086,677

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

8,158

CA Average: 118
Total Number of Accounts

1,038,219

CA Average: 4,567
Average Account Size

$436,610

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

Nicholas Almasov Work History

Nicholas has 10 years of experience.

2020 - Present (0 year)

Fidelity Brokerage Services LLC

2016 - Present (4 years)

Bancwest Investment Services

2016 - Present (4 years)

Bank Of The West

2015 - 2016 (1 year)

Wells Fargo Advisors, LLC

2014 - 2016 (2 years)

Wells Fargo Bank, Na

2010 - 2014 (4 years)

Best Buy

Disclosures

Nicholas Almasov has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Lauren Hinton
Englewood, CO
Meghan Snouffer
Boston, MA
James Woodall
Roanoke, TX
Julie Miller
Denver, CO
Stephanie Spyres
San Antonio, TX
Shane Cohen
Englewood, CO
Rodolfo Aquino
Boston, MA
Thomas Muscarella
Burbank, CA

This content was compiled from the SEC and FINRA.

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