William
Olesinski
Fidelity Personal And Workplace Advisors
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About this Advisor
William Olesinski is a financial advisor based in Palo Alto, California who has 1 year of relevant experience. Olesinski is currently employed by Fidelity Personal And Workplace Advisors. During their career, Olesinski has held roles at Health Iq, Groupware Tech, Dalian Silicon Spread Tech, The Patio At Rudys, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Fidelity Brokerage Services LLC. Olesinski maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to operate in California and Texas. Fidelity Personal And Workplace Advisors is a financial advisory business that has its headquarters in Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 people on staff. It controls $653 billion in assets under management between its 1,712,247 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 11 charities and foundations. Of its 1,712,247 accounts, 31% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Fidelity Personal And Workplace Advisors performs a diverse range 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. Financial management fee schedules depend on which service is offered. Fee types billed 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$652,548,367,853
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
13,507
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,712,247
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$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
William Olesinski Work History
William has been registered as a financial advisor for 1 years.*
Fidelity Brokerage Services LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities, LLC
Health Iq
Groupware Tech
Dalian Silicon Spread Tech
The Patio At Rudys
*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 William Olesinski 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
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