Payton
Mclachlan

Fidelity Personal And Workplace Advisors

CRD#6448409
Investment Advisor
in Englewood, CO

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About this Advisor

Payton Mclachlan is a financial advisor based in Englewood, Colorado, working with Fidelity Personal And Workplace Advisors. Payton has previously held positions at Jpmorgan Chase Bank, Jpmorgan Securities LLC, Key Bank, Key Investment Services, Jyve Corporation, First Western Trust, All Copy Products, and Fidelity Investment. Payton has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado and Texas. Currently, Payton is part of Fidelity Personal And Workplace Advisors, which operates out of Englewood, 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

Series 63, Series 66

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

$818,776,100,963

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

15,424

CO Average: 118
Total Number of Accounts

1,991,043

CO Average: 4,567
Average Account Size

$411,230

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

Payton Mclachlan Work History

2021 - Present (3 years)

Fidelity Investment

2020 - 2021 (1 year)

All Copy Products

2019 - 2019 (< 1 year)

Jyve Corporation

2019 - 2020 (1 year)

First Western Trust

2015 - 2015 (< 1 year)

Jpmorgan Securities LLC

2015 - 2018 (3 years)

Key Bank

2015 - 2018 (3 years)

Key Investment Services

2013 - 2015 (2 years)

Jpmorgan Chase Bank

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Payton Mclachlan 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

Mitchell Green
Jacksonville, FL
Austin Stevens
Jacksonville, FL
Tyler Rizzo
Chesterfield, MO
Justin Gorney
Durham, NC
Gerald Granick
Jacksonville, FL
Ashlie Bostick
Colorado Springs, CO
Andrew Pillai
Murrieta, CA
Patrick Ihnken
Portland, OR

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