Krista
Czarnec

Fidelity Personal And Workplace Advisors

CRD#6129906
Investment Advisor
in West Hartford, CT

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About this Advisor

Krista Czarnec is a financial advisor who works out of West Hartford, Connecticut, with 4 years of industry experience. Czarnec is on the advisory team at Fidelity Personal And Workplace Advisors. Throughout their career, Czarnec has worked at Ing, Ing Financial Advisers, Voya Financial, Voya Financial Partners, Voya Financial Advisors, Inc, Voya and Fidelity Brokerage Services. Czarnec holds Series 66 and Series 63 licenses, which qualify them as a securities broker, and is approved to work in Connecticut and Texas. Fidelity Personal And Workplace Advisors is an advisory business that has its headquarters in Boston, MA. The company has offices in 3,093 locations and a total of 13,507 employees. It oversees $653 billion in assets between its 1,712,247 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 11 charitable organizations. Of its 1,712,247 customer accounts, 31% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors offers a wide range 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 which services the firm provides the client. Fees charged by Fidelity Personal And Workplace Advisors likely are comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

4 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

29 South Main Street Ste A02 Town Center
West Hartford, CT 06107

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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

Krista Czarnec Work History

Krista has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Fidelity Brokerage Services

2015 - 2019 (4 years)

Voya Financial Advisors, Inc

2015 - 2019 (4 years)

Voya

2014 - 2015 (1 year)

Voya Financial

2014 - 2015 (1 year)

Voya Financial Partners

2012 - 2014 (2 years)

Ing

2012 - 2014 (2 years)

Ing Financial Advisers

*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 Krista Czarnec 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

Laura Mccallum
Austin, TX
Larysa Smykovskaya
Palo Alto, CA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Elizabeth Muncie
Boston, MA
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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