Robert
Fry
Fidelity Personal And Workplace Advisors
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About this Advisor
Robert Fry is a financial advisor based in Milford, Connecticut, working with Fidelity Personal And Workplace Advisors. Robert has previously held positions at Greenwich Financial Services, L.L.C, Pfs Investments Inc, Primerica Financial Services, Pruco Securities, LLC, The Prudential Insurance Company Of America, Mutual Of Omaha Insurance Company, Mutual Of Omaha Investor Services, Us Small Business Administration, and Fidelity. Robert has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut and Texas. Currently, Robert is part of Fidelity Personal And Workplace Advisors, which operates out of Milford, Connecticut. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
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
Robert Fry Work History
Fidelity
Us Small Business Administration
Mutual Of Omaha Insurance Company
Mutual Of Omaha Investor Services
Pfs Investments Inc
Pruco Securities, LLC
The Prudential Insurance Company Of America
Primerica Financial Services
Greenwich Financial Services, L.L.C
Disclosures
Please visit the SEC profile of Robert Fry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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