Steven
Hardon
Fidelity Personal And Workplace Advisors
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About this Advisor
Steven Hardon is a financial advisor working out of Englewood, Colorado with a total of 2 years of relevant experience. Hardon is an advisor for Fidelity Personal And Workplace Advisors. The advisor has gained experience at Fidelity Investments, Zynex Medical, Travelers Haven, Accumed Healthcare Research, Dcnc, Inc, Colorado State University, Rec Room/Yeti Bar & Grill and Cafe Mexicali. Hardon holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Colorado and Texas. Fidelity Personal And Workplace Advisors is a financial advisory firm that has its headquarters in Boston, MA. It has offices in 3,093 locations and a total of 13,507 employees. It has $653 billion in total assets across its 1,712,247 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 11 charities and foundations. Of its 1,712,247 client accounts, 31% belong to high-net-worth clients who have at least $1 million in investable assets. Fidelity Personal And Workplace Advisors provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees are based on which services the firm provides the client. However, fee types billed by Fidelity Personal And Workplace Advisors likely include 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
Steven Hardon Work History
Steven has been registered as a financial advisor for 2 years.*
Fidelity Investments
Zynex Medical
Travelers Haven
Accumed Healthcare Research
Dcnc, Inc
Rec Room/Yeti Bar & Grill
Cafe Mexicali
Colorado State University
Colorado State University
*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 Steven Hardon 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
Greenbrae, CA
Smithfield, RI
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Austin, TX
Fairfield, CT
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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