Suzanne
Heron
Fidelity Personal And Workplace Advisors
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About this Advisor
Suzanne Heron is a financial advisor based in Wilmington, Delaware, working with Fidelity Personal And Workplace Advisors. Suzanne has previously held positions at Lovett Advisors, LLC, Marcus And Millichap, Nai Commercial Partners, Inc, Mercap Securities, LLC, and Fidelity Brokerage Services LLC. Suzanne has passed the Series 66 regulatory exam and is registered to provide services in Delaware, Pennsylvania, and Texas. Currently, Suzanne 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
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
Suzanne Heron Work History
Fidelity Brokerage Services LLC
Mercap Securities, LLC
Lovett Advisors, LLC
Mercap Securities, LLC
Marcus And Millichap
Nai Commercial Partners, Inc
Disclosures
Please visit the SEC profile of Suzanne Heron 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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