Nicole
Wilkinson

Fidelity Personal And Workplace Advisors

CRD#7322828
Investment Advisor
in Englewood, CO

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About this Advisor

Nicole Wilkinson is a financial advisor working in Englewood, Colorado who has 1 year of industry experience. Wilkinson is on the advisory team at Fidelity Personal And Workplace Advisors. Over the course of their career, Wilkinson has held roles at Summit Lacrosse Club, Groton-Dunstable Regional High School, University Of Denver, Denver Broncos Football Club, Harrow Sports, Warrior Lacrosse and Fidelity Investments. Wilkinson has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Massachusetts, New Hampshire, Rhode Island and Texas. Fidelity Personal And Workplace Advisors is a registered investment firm that has its headquarters in Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 advisors. It oversees $653 billion in assets among its 1,712,247 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 11 charities and foundations. Of its 1,712,247 client accounts, 31% are held by high-net-worth investors who have more than $1 million in investable assets. The business provides 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 for financial management largely vary depending on which services the firm provides the client. However, fee types billed by Fidelity Personal And Workplace Advisors likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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
Englewood, CO 80111

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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

Nicole Wilkinson Work History

Nicole has been registered as a financial advisor for 1 years.*

2020 - Present (4 years)

Fidelity Investments

2019 - Present (5 years)

Summit Lacrosse Club

2019 - 2020 (1 year)

Harrow Sports

2018 - 2019 (1 year)

Denver Broncos Football Club

2018 - 2018 (< 1 year)

Warrior Lacrosse

2015 - 2019 (4 years)

University Of Denver

2011 - 2015 (4 years)

Groton-Dunstable Regional 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 Nicole Wilkinson 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

Gregory Surat
Campbell, CA
Francisco Barajas
Boston, MA
John Smallwood
Orland Park, IL
John Purcell
Boston, MA
Sean Sanders
Boston, MA
Rigoberto Fernandez
Rancho Cucamonga, CA
John Hobart
Roanoke, TX
Johnny Anderson
Boston, MA

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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