Kurt
Meyers
Fidelity Personal And Workplace Advisors
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About this Advisor
Kurt Meyers is a financial advisor based in Denver, Colorado, working with Fidelity Personal And Workplace Advisors. Kurt has previously held positions at TD Ameritrade, Fidelity Investments, Robinhood Markets, Inc, and Robinhood Financial. Kurt has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Colorado and Texas. Currently, Kurt is part of Fidelity Personal And Workplace Advisors, which operates out of Denver, Colorado. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
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
Kurt Meyers Work History
Fidelity Investments
Robinhood Markets, Inc
Robinhood Financial
Td Ameritrade
Disclosures
Please visit the SEC profile of Kurt Meyers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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