Pauline
Millar
Fidelity Personal And Workplace Advisors
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About this Advisor
Pauline Millar is a financial advisor who works out of Walnut Creek, California with 2 years of industry experience. Millar is an employee of Fidelity Personal And Workplace Advisors. Over the course of their career, they have held roles at Bank Of America, Fidelity Brokerage Services LLC, Las Positas College, Unip - Universidade Paulista, Montessori Teacher Education Center San Francisco Bay Area, Olson Family, Brentwood Montessori School, Danville Montessori School and Adams Family. Millar has a Series 66 license, qualifying 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 a registered investment company operating out of Boston, MA. The company has offices in 3,093 locations and a total of 13,507 advisors. It has $653 billion in total assets between its 1,712,247 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 11 charities and foundations. Of its 1,712,247 accounts, 31% belong to high-net-worth clients who have at least $1 million in assets available to invest. Fidelity Personal And Workplace Advisors offers a number of services, such as 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 largely depend on which service is offered. However, fees billed by Fidelity Personal And Workplace Advisors can consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
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
Pauline Millar Work History
Pauline has been registered as a financial advisor for 2 years.*
Fidelity Brokerage Services LLC
Las Positas College
Unip - Universidade Paulista
Bank Of America
Olson Family
Brentwood Montessori School
Montessori Teacher Education Center San Francisco Bay Area
Danville Montessori School
Las Positas College
Adams Family
*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 Pauline Millar 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
Greenbrae, CA
Boston, MA
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Austin, TX
Fairfield, CT
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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