Roy
Schilder

Fidelity Personal And Workplace Advisors

CRD#6178424
Investment Advisor
in Thousand Oaks, CA

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About this Advisor

Roy Schilder is a financial advisor based in Thousand Oaks, California, working with Fidelity Personal And Workplace Advisors. Roy has previously held positions at Jp Morgan Securities LLC, Jpmorgan Chase Bank, Td Ameritrade, Inc, Td Ameritrade Investment Management, LLC, Charles Schwab & Co., Inc, Charles Schwab Bank, Ssb, Charles Schwab And Co., Inc, and Fidelity Investments. Roy has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Roy is part of Fidelity Personal And Workplace Advisors, which operates out of Thousand Oaks, California. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

111 South Westlake Blvd #103
Thousand Oaks, CA 91362

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$818,776,100,963

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

15,424

CA Average: 118
Total Number of Accounts

1,991,043

CA Average: 4,567
Average Account Size

$411,230

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

Roy Schilder Work History

2023 - Present (1 year)

Fidelity Investments

2022 - 2023 (1 year)

Charles Schwab & Co., Inc

2022 - 2023 (1 year)

Charles Schwab Bank, Ssb

2022 - 2023 (1 year)

Charles Schwab And Co., Inc

2016 - 2022 (6 years)

Td Ameritrade Investment Management, LLC

2015 - 2022 (7 years)

Td Ameritrade, Inc

2013 - 2015 (2 years)

Jp Morgan Securities LLC

2012 - 2015 (3 years)

Jpmorgan Chase Bank

Disclosures

Please visit the SEC profile of Roy Schilder 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

Mitchell Green
Jacksonville, FL
Austin Stevens
Jacksonville, FL
Tyler Rizzo
Chesterfield, MO
Justin Gorney
Durham, NC
Gerald Granick
Jacksonville, FL
Ashlie Bostick
Colorado Springs, CO
Andrew Pillai
Murrieta, CA
Patrick Ihnken
Portland, OR

The content in this profile was updated by SmartAsset on 6/19/2024. 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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