Quinton
Morckel
Fidelity Personal And Workplace Advisors
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About this Advisor
Quinton Morckel is a financial advisor based in Englewood, Colorado with a total of 2 years of industry experience. Morckel is on the advisory team at Fidelity Personal And Workplace Advisors. Over the course of their career, Morckel has held roles at Fidelity Investments, Bowling Green State University, Fairmont Scottsdale Princess, C2 Tactical, Campus Quarters, The Keys, Ziggys, Classic Valet, Muscletech, Cookie Jar, Wild Water Kingdom, The University Of Akron, Coldstone Creamery, Walsh Jesuit High School, Brandywine and Gwfs Equities, Inc. Morckel holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and can operate in Colorado and Texas. Fidelity Personal And Workplace Advisors is a registered investment business operating out of Boston, MA. It has offices in 3,093 locations and a total of 13,507 people on staff. It administers $653 billion in assets across its 1,712,247 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 11 charities and foundations. Of its 1,712,247 customer accounts, 31% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The company performs a diverse assortment 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 management fees largely vary depending on which services the firm provides the client. Fees charged by Fidelity Personal And Workplace Advisors can be comprised of some blend of 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
Quinton Morckel Work History
Quinton has been registered as a financial advisor for 2 years.*
Fidelity Investments
Gwfs Equities, Inc
Fidelity Investments
Fairmont Scottsdale Princess
C2 Tactical
Campus Quarters
The Keys
Ziggys
Classic Valet
Muscletech
Cookie Jar
Wild Water Kingdom
The University Of Akron
Bowling Green State University
Coldstone Creamery
Brandywine
Walsh Jesuit 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 Quinton Morckel 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
Hopkins, MN
Columbus, OH
Boston, MA
Campbell, CA
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Newport Beach, CA
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Kingwood, TX
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