Hayden
Fitzgerald

Fidelity Personal And Workplace Advisors

CRD#7432162
Investment Advisor
in Englewood, CO

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About this Advisor

Hayden Fitzgerald is a financial advisor based out of Englewood, Colorado with a total of 2 years of industry experience. Fitzgerald is an advisor for Fidelity Personal And Workplace Advisors. Over the course of their career, Fitzgerald has held roles at Fidelity Investments, Amazon, Mcphillips, Fitzgerald & Cullum L.L.P, Cobyscapes L.L.C, Mohican Resort Motel, Price Rite, The Post Star and Colorado School Of Mines. Fitzgerald holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Colorado and Texas. Fidelity Personal And Workplace Advisors is an advisory company operating out of Boston, MA. The company has offices in 3,093 locations and a total of 13,507 employees. It manages $653 billion in total assets across its 1,712,247 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 11 charitable organizations. Of its 1,712,247 accounts, 31% are held by high-net-worth individuals who have more than $1 million in assets. Fidelity Personal And Workplace Advisors has a broad assortment of services, such as 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 largely depend on the type of services provided. Fee types billed by Fidelity Personal And Workplace Advisors likely include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

Hayden Fitzgerald Work History

Hayden has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Fidelity Investments

2020 - 2021 (1 year)

Amazon

2020 - 2020 (< 1 year)

Colorado School Of Mines

2019 - 2019 (< 1 year)

Mcphillips, Fitzgerald & Cullum L.L.P

2019 - 2019 (< 1 year)

Mcphillips, Fitzgerald & Cullum L.L.P

2019 - 2019 (< 1 year)

Colorado School Of Mines

2018 - 2018 (< 1 year)

Cobyscapes L.L.C

2018 - 2019 (1 year)

Colorado School Of Mines

2017 - 2017 (< 1 year)

Mohican Resort Motel

2017 - 2018 (1 year)

Colorado School Of Mines

2016 - 2016 (< 1 year)

Mohican Resort Motel

2016 - 2017 (1 year)

Colorado School Of Mines

2015 - 2016 (1 year)

Colorado School Of Mines

2014 - 2015 (1 year)

Price Rite

2009 - 2014 (5 years)

The Post Star

*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 Hayden Fitzgerald 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

Laura Mccallum
Austin, TX
Larysa Smykovskaya
Palo Alto, CA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Elizabeth Muncie
Boston, MA
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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