Eric
Graffe Ostos
Fidelity Personal And Workplace Advisors
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About this Advisor
Eric Graffe Ostos is a financial advisor based in Washington, District Of Columbia who has 1 year of industry experience. Graffe Ostos is currently employed by Fidelity Personal And Workplace Advisors. Throughout their career, Graffe Ostos has worked at Edward Jones, University Of Maryland / Sbdc, Lepri LLC (Dba Steel Plate), Fifth And Earth Inc, Neutron Holdings Inc (Dba Limebike Or Lime), Skip Transport Inc (Dba Skip), Hidromasajes & Spa Ccs and Fidelity Investments. Graffe Ostos has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in District Of Columbia. Fidelity Personal And Workplace Advisors is a registered investment firm that has its headquarters in Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 advisors. It handles $653 billion in assets among its 1,712,247 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 11 charitable organizations. Of its 1,712,247 client accounts, 31% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Fidelity Personal And Workplace Advisors performs a number 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. A financial advisor's fees largely depend on which services the firm provides the client. However, fees billed by Fidelity Personal And Workplace Advisors most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
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
Eric Graffe Ostos Work History
Eric has been registered as a financial advisor for 1 years.*
Fidelity Investments
Edward Jones
Fifth And Earth Inc
Neutron Holdings Inc (Dba Limebike Or Lime)
Skip Transport Inc (Dba Skip)
University Of Maryland / Sbdc
Lepri LLC (Dba Steel Plate)
Hidromasajes & Spa Ccs
*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 Eric Graffe Ostos 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
Greenbrae, CA
Boston, MA
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Boston, MA
Smithfield, RI
Fairfield, CT
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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