Edward
Calderin
Fidelity Personal And Workplace Advisors
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About this Advisor
Edward Calderin is a financial advisor working out of Jacksonville, Florida with 3 years of industry experience. Calderin currently works for Fidelity Personal And Workplace Advisors. Over the course of their career, Calderin has held roles at University Of Central Florida, Ubs Financial Services, Orlando City Soccer, Lincoln Financial Services, Brokers International Financial Services, Fidelity Investments, Cooper City High School, Kohl'S Department Stores and Saffer Financial Group. Calderin has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Florida and Texas. Fidelity Personal And Workplace Advisors is an advisory company that has its headquarters in Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 employees. It manages $653 billion in assets among its 1,712,247 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 11 charities and foundations. Of its 1,712,247 customer accounts, 31% are held by high-net-worth individuals who have more than $1 million in assets. Fidelity Personal And Workplace Advisors offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees largely vary depending on which services the firm provides the client. However, fee types charged by Fidelity Personal And Workplace Advisors can include 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
Edward Calderin Work History
Edward has been registered as a financial advisor for 3 years.*
Fidelity Investments
Brokers International Financial Services
Lincoln Financial Services
Ubs Financial Services
Ubs Financial Services
Orlando City Soccer
Kohl'S Department Stores
Saffer Financial Group
University Of Central Florida
Cooper City High School
*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 Edward Calderin 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
Boston, MA
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Burlingame, CA
Naples, FL
Boston, MA
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Hopkins, MN
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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