Amy
Lange

Fidelity Personal And Workplace Advisors

CRD#5861009
Investment Advisor
in Bogart, GA

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About this Advisor

Amy Lange is a financial advisor operating out of Bogart, Georgia, with 1 year of relevant experience. Lange currently works for Fidelity Personal And Workplace Advisors. Lange has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Suntrust Advisory Services, Inc, Fidelity Investments, Homemaker and Suntrust Investment Services. Lange has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Georgia. Fidelity Personal And Workplace Advisors is a registered investment company operating out of Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 financial advisors. It has $653 billion in assets between its 1,712,247 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 11 charitable organizations. Of its 1,712,247 accounts, 31% are held by high-net-worth investors who have more than $1 million in assets. The firm performs a diverse set 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. Fees charged by financial advisors typically depend on which services the firm provides the client. Fee types charged by Fidelity Personal And Workplace Advisors likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

Bogart, GA

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

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

13,507

GA Average: 118
Total Number of Accounts

1,712,247

GA Average: 4,567
Average Account Size

$381,106

GA 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

Amy Lange Work History

Amy has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Fidelity Investments

2020 - 2022 (2 years)

Homemaker

2018 - 2020 (2 years)

Suntrust Advisory Services, Inc

2017 - 2020 (3 years)

Suntrust Investment Services

2010 - 2017 (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*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 Amy Lange 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

Laura Mccallum
Austin, TX
Sean Sanders
Boston, MA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Elizabeth Muncie
Boston, MA
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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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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