Erin
Blumberg

Fidelity Personal And Workplace Advisors

CRD#5954561
Investment Advisor
in Jacksonville, FL

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About this Advisor

Erin Blumberg is a financial advisor based out of Jacksonville, Florida, who has 2 years of relevant experience. Blumberg is on the advisory team at Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at T. Rowe Price, Pruco Securities LLC, The Prudential Insurance Company Of America and Fidelity Investments. Blumberg maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida and Texas. Fidelity Personal And Workplace Advisors is a registered investment firm headquartered in Boston, MA. It has offices in 3,093 locations and a total of 13,507 people on staff. It oversees $653 billion in total assets across its 1,712,247 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 11 charities and foundations. Of its 1,712,247 client accounts, 31% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm has a number 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 management fees largely vary depending on the type of services offered. However, fees billed by Fidelity Personal And Workplace Advisors can be comprised of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

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

4601 Touchton Rd East, Bldg 400
Jacksonville, FL 32246

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

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

13,507

FL Average: 118
Total Number of Accounts

1,712,247

FL Average: 4,567
Average Account Size

$381,106

FL 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

Erin Blumberg Work History

Erin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Fidelity Investments

2019 - 2021 (2 years)

Pruco Securities LLC

2019 - 2021 (2 years)

The Prudential Insurance Company Of America

2011 - 2019 (8 years)

T. Rowe Price

*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 Erin Blumberg 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
Larysa Smykovskaya
Palo Alto, CA
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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