Andrew
Brown

Fidelity Personal And Workplace Advisors

CRD#6265138
Investment Advisor
in Wilmington, DE

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About this Advisor

Andrew Brown is a financial advisor based in Wilmington, Delaware, working with Fidelity Personal And Workplace Advisors. Andrew has previously held positions at T. Rowe Price, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, and Fidelity Investments. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Delaware, Pennsylvania, and Texas. Currently, Andrew is part of Fidelity Personal And Workplace Advisors, which operates out of Wilmington, Delaware. 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

Series 66

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

4001 Kennett Pike Ste 120
Wilmington, DE 19807-2000

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$818,776,100,963

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

15,424

DE Average: 118
Total Number of Accounts

1,991,043

DE Average: 4,567
Average Account Size

$411,230

DE 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

Andrew Brown Work History

2022 - Present (2 years)

Fidelity Investments

2018 - 2022 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - 2022 (4 years)

Bank Of America, N.A

2013 - 2018 (5 years)

T. Rowe Price

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Disclosures

Please visit the SEC profile of Andrew Brown 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

Mitchell Green
Jacksonville, FL
Austin Stevens
Jacksonville, FL
Tyler Rizzo
Chesterfield, MO
Justin Gorney
Durham, NC
Gerald Granick
Jacksonville, FL
Ashlie Bostick
Colorado Springs, CO
Andrew Pillai
Murrieta, CA
Patrick Ihnken
Portland, OR

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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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