Joseph
Cecio

Fidelity Personal And Workplace Advisors

CRD#6535129
Investment Advisor
in Greenwich, CT

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About this Advisor

Joseph Cecio is a financial advisor based out of Greenwich, Connecticut who has 1 year of relevant experience. Cecio is on the advisory team at Fidelity Personal And Workplace Advisors. Over the course of their career, Cecio has held roles at Scalzo Property Management, Taylor Rental, Axa Advisors, LLC, Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC and Fidelity Investments. Cecio holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Connecticut. Fidelity Personal And Workplace Advisors is a registered investment company operating out of Boston, MA. It has offices in 3,093 locations and a total of 13,507 financial advisors. It controls $653 billion in total assets among its 1,712,247 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to 11 charities and foundations. Of its 1,712,247 client accounts, 31% belong to high-net-worth investors who have at least $1 million in investable assets. Fidelity Personal And Workplace Advisors performs a broad set 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 fee schedules typically depend on the financial services provided. However, fees billed by Fidelity Personal And Workplace Advisors likely consist of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

48 West Putnam Avenue Pickwick Commons
Greenwich, CT 06830

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

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

13,507

CT Average: 118
Total Number of Accounts

1,712,247

CT Average: 4,567
Average Account Size

$381,106

CT 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

Joseph Cecio Work History

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

2022 - Present (2 years)

Fidelity Investments

2017 - 2022 (5 years)

Mml Investors Services, LLC

2016 - 2017 (1 year)

Metlife Securities Inc

2016 - 2022 (6 years)

Massachusetts Mutual Life Insurance Company

2015 - 2016 (1 year)

Axa Advisors, LLC

2013 - 2015 (2 years)

Scalzo Property Management

2011 - 2013 (2 years)

Taylor Rental

*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 Joseph Cecio 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

Nora Clifford
Greenbrae, CA
Randall Rogers
Smithfield, RI
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Laura Mccallum
Austin, TX
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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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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