Fidelity Personal And Workplace Advisors
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About this Advisor
Michael Gefen is a financial advisor working in Fairfield, Connecticut with 5 years of industry experience. Gefen is on the advisory team at Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Nexus Asset Management, Millennium Management LLC, Newbridge Securities Corporation, Fidelity Brokerage Services LLC and Higgins Group. Gefen has Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Connecticut and Texas. Fidelity Personal And Workplace Advisors is a financial advisory company that has its headquarters in Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 financial advisors. It controls $653 billion in assets under management among its 1,712,247 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 11 charities and foundations. Of its 1,712,247 customer accounts, 31% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business provides a wide set 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. Financial advisory fee schedules typically are based on the type of services offered. However, fee types billed by Fidelity Personal And Workplace Advisors likely include asset-based and fixed fees.
Certifications and Registrations
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Fidelity Personal And Workplace Advisors Brokerage Details
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
Michael Gefen Work History
Michael has been registered as a financial advisor for 5 years.*
Fidelity Brokerage Services LLC
Newbridge Securities Corporation
Millennium Management LLC
Nexus Asset Management
*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.
Please visit the SEC profile of Michael Gefen 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
Rancho Cucamonga, CA
Fort Lauderdale, FL
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