Nicolas
Bravo

Fidelity Personal And Workplace Advisors

CRD#6864391
Investment Advisor
in Indio, CA

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About this Advisor

Nicolas Bravo is a financial advisor operating in Indio, California with 1 year of relevant experience. Bravo is on the advisory team at Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Edward Jones, Maxim Healthcare Services, Advanced Building Development & Construction, California State University San Bernardino, Jp Morgan Securities, LLC, Jp Morgan Chase Bank, N.A and Fidelity Investments. Bravo holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in California and Texas. Fidelity Personal And Workplace Advisors is an advisory business that has its headquarters in Boston, MA. It has offices in 3,093 locations and a total of 13,507 financial advisors. It has $653 billion in total assets across its 1,712,247 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 11 charitable organizations. Of its 1,712,247 customer accounts, 31% belong to high-net-worth investors who have at least $1 million in investable assets. Fidelity Personal And Workplace Advisors has a number 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. A financial advisor's fees usually are based on which service is provided. However, 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

Indio, CA

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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

Nicolas Bravo Work History

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

2022 - Present (2 years)

Fidelity Investments

2020 - 2022 (2 years)

Maxim Healthcare Services

2019 - 2022 (3 years)

Jp Morgan Securities, LLC

2019 - 2022 (3 years)

Jp Morgan Chase Bank, N.A

2017 - 2019 (2 years)

Edward Jones

2014 - 2017 (3 years)

Maxim Healthcare Services

2013 - 2013 (< 1 year)

Advanced Building Development & Construction

2008 - 2013 (5 years)

California State University San Bernardino

*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 Nicolas Bravo 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
Elizabeth Muncie
Boston, MA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Laura Mccallum
Austin, TX
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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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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