Shelley
Herold

Fidelity Personal And Workplace Advisors

CRD#2012021
Investment Advisor
in Englewood, CO

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About this Advisor

Shelley Herold is a financial advisor working in Englewood, Colorado with 3 years of relevant experience. Herold works at Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at First Analysis Securities Corporation, Cirrus Research LLC, Noble Capital Management, Inc and Fidelity Brokerage Services LLC. Herold holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to operate in Colorado and Texas. Fidelity Personal And Workplace Advisors is a financial advisory company that has its headquarters in Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 financial advisors. It administers $653 billion in assets under management among its 1,712,247 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 11 charitable organizations. Of its 1,712,247 accounts, 31% are associated with high-net-worth clients who have greater than $1 million in investable assets. The company performs 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 charged by financial advisors typically vary depending on the type of financial services offered. However, fees billed by Fidelity Personal And Workplace Advisors can be comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 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

Shelley Herold Work History

Shelley has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Fidelity Brokerage Services LLC

2017 - 2019 (2 years)

Noble Capital Management, Inc

2016 - 2017 (1 year)

Cirrus Research LLC

2007 - 2016 (9 years)

First Analysis Securities Corporation

*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 Shelley Herold 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

Elizabeth Muncie
Boston, MA
Sean Sanders
Boston, MA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Larysa Smykovskaya
Palo Alto, CA
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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