Daniel
Bergay
Fidelity Personal And Workplace Advisors
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About this Advisor
Daniel Bergay is a financial advisor working in Englewood, Colorado who has 2 years of industry experience. Bergay is an advisor for Fidelity Personal And Workplace Advisors. Bergay has gained experience at Fidelity Brokerage Services LLC, Vista Vino Modern Grill, Pizza Republica, Uniscali Modern Italian, Metropolitan State University Of Denver, Fidelity Personal And Workplace Advisors, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Bergay maintains Series 66 and Series 63 licenses, which qualify them as a securities representative, and is able to serve investors in Colorado and Texas. Fidelity Personal And Workplace Advisors is a financial advisory business that has its headquarters in Boston, MA. It has offices in 3,093 locations and a total of 13,507 financial advisors. It has $653 billion in total assets across its 1,712,247 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 11 charitable organizations. Of its 1,712,247 client accounts, 31% belong to high-net-worth investors who have more than $1 million in assets available to invest. The firm performs a broad 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 advisory fees usually depend on which services the firm provides the client. Fee types charged by Fidelity Personal And Workplace Advisors may 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
Daniel Bergay Work History
Daniel has been registered as a financial advisor for 2 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Fidelity Personal And Workplace Advisors
Vista Vino Modern Grill
Fidelity Brokerage Services LLC
Pizza Republica
Uniscali Modern Italian
Metropolitan State University Of Denver
*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 Daniel Bergay 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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