Sean
Clark
Fidelity Personal And Workplace Advisors
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About this Advisor
Sean Clark is a financial advisor who works in Pasadena, California. Clark works at Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Bermuda Vilage, Stay Alert Traffic Control, Microfine Inc, University Of North Carolina Wilmington, Campus Recreation, University Of North Carolina Wilmington, Autoxcel Corporation, Elementary And High School, Valic Financial Advisors, Inc, Agia and Fidelity Investments. Clark has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in California. Fidelity Personal And Workplace Advisors is an advisory company that has its headquarters in Boston, MA. It has offices in 3,093 locations and a total of 13,507 people on staff. It oversees $653 billion in assets under management between its 1,712,247 client accounts, placing it among the largest firms in the country by assets under management. The firm advises 11 charities and foundations. Of its 1,712,247 accounts, 31% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm performs a diverse array 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 typically vary depending on which services the firm provides the client. However, fees charged by Fidelity Personal And Workplace Advisors likely include 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
Sean Clark Work History
Sean has been registered as a financial advisor for 0 years.*
Fidelity Investments
Agia
Valic Financial Advisors, Inc
Autoxcel Corporation
University Of North Carolina Wilmington
Microfine Inc
University Of North Carolina Wilmington, Campus Recreation
Stay Alert Traffic Control
University Of North Carolina Wilmington
Bermuda Vilage
Elementary And High School
*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 Sean Clark 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
Smithfield, RI
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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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.
