Brett
Schmit

Fidelity Personal And Workplace Advisors

CRD#7190114
Investment Advisor
in Englewood, CO

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About this Advisor

Brett Schmit is a financial advisor who works out of Englewood, Colorado with 3 years of industry experience. Schmit is an advisor for Fidelity Personal And Workplace Advisors. Throughout their career, Schmit has worked at Brandeis High School, Texas A&M University, Free State Church, Door Dash and Fidelity Brokerage Services LLC. Schmit maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to advise clients in Colorado and Texas. Fidelity Personal And Workplace Advisors is a financial advisory business that has its headquarters in Boston, MA. The company has offices in 3,093 locations and a total of 13,507 financial advisors. It oversees $653 billion in total assets among its 1,712,247 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 11 charities and foundations. Of its 1,712,247 client accounts, 31% belong to high-net-worth investors who have more than $1 million in 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. Fees charged by financial advisors usually are based on the services offered. Fees charged by Fidelity Personal And Workplace Advisors likely consist of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

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

6501 S Fiddler'S Green Circle Ste 300 - 600
Englewood, CO 80111-4932

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

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

13,507

CO Average: 118
Total Number of Accounts

1,712,247

CO Average: 4,567
Average Account Size

$381,106

CO 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

Brett Schmit Work History

Brett has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Fidelity Brokerage Services LLC

2019 - 2019 (< 1 year)

Door Dash

2017 - 2019 (2 years)

Free State Church

2013 - 2017 (4 years)

Texas A&M University

2009 - 2013 (4 years)

Brandeis 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 Brett Schmit 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
Scott Ratajczak
Wyncote, PA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Randall Rogers
Smithfield, RI
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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