Robert
Vereen

Fidelity Personal And Workplace Advisors

CRD#7396558
Investment Advisor
in Orlando, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Robert Vereen is a financial advisor based in Orlando, Florida, working with Fidelity Personal And Workplace Advisors. Robert has previously held positions at The Vanguard Group, Inc, Pinnacle Financial Partners, Td Bank, Winthrop University, Healthstat, Inc, and Fidelity Investments. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, Robert is part of Fidelity Personal And Workplace Advisors, which operates out of Orlando, Florida. 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

Series 63, Series 65

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

Orlando, FL

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$818,776,100,963

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

15,424

FL Average: 118
Total Number of Accounts

1,991,043

FL Average: 4,567
Average Account Size

$411,230

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

Robert Vereen Work History

2022 - Present (2 years)

Fidelity Investments

2021 - 2022 (1 year)

The Vanguard Group, Inc

2016 - 2021 (5 years)

Pinnacle Financial Partners

2016 - 2016 (< 1 year)

Td Bank

2015 - 2016 (1 year)

Healthstat, Inc

2014 - 2015 (1 year)

Winthrop University

2014 - 2015 (1 year)

Winthrop University

2012 - 2016 (4 years)

Winthrop University

2012 - 2014 (2 years)

Winthrop University

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Robert Vereen 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

Mitchell Green
Jacksonville, FL
Austin Stevens
Jacksonville, FL
Tyler Rizzo
Chesterfield, MO
Justin Gorney
Durham, NC
Gerald Granick
Jacksonville, FL
Ashlie Bostick
Colorado Springs, CO
Andrew Pillai
Murrieta, CA
Patrick Ihnken
Portland, OR

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started