Michael
Wiggins

Fidelity Personal And Workplace Advisors

CRD#4394380
Investment Advisor
in West Hartford, CT

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About this Advisor

Michael Wiggins is a financial advisor based out of West Hartford, Connecticut with 2 years of relevant experience. Wiggins is an advisor for Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Ing Financial Advsiers, Directed Services, LLC, Ing Investment Advisors, Ing Us, Ing America Equities, Systematized Benefits Administrators, Ing Financial Partners, Voya Financial Advisors, Voya Financial and Fidelity Brokerage Services, LLC. Wiggins maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Connecticut and Texas. Fidelity Personal And Workplace Advisors is an advisory company that has its headquarters in Boston, MA. The company has offices in 3,093 locations and a total of 13,507 employees. It administers $653 billion in assets under management among its 1,712,247 customer accounts, placing it among the largest firms in the nation by assets under management. The firm advises 11 charitable organizations. Of its 1,712,247 client accounts, 31% are held by high-net-worth clients who have greater than $1 million in assets. Fidelity Personal And Workplace Advisors 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. A financial advisor's fee schedules usually vary depending on which services are offered. However, fees billed by Fidelity Personal And Workplace Advisors can include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 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

Michael Wiggins Work History

Michael has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Fidelity Brokerage Services, LLC

2014 - 2021 (7 years)

Voya Financial Advisors

2014 - 2021 (7 years)

Voya Financial

2013 - 2014 (1 year)

Ing Financial Partners

2012 - 2013 (1 year)

Ing Financial Advsiers

2012 - 2013 (1 year)

Directed Services, LLC

2012 - 2013 (1 year)

Ing Investment Advisors

2012 - 2014 (2 years)

Ing Us

2012 - 2013 (1 year)

Ing America Equities

2012 - 2013 (1 year)

Systematized Benefits Administrators

*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 Michael Wiggins 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
John Hobart
Roanoke, TX
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Randall Rogers
Smithfield, RI
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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