Shantanu
Narayen

Fidelity Personal And Workplace Advisors

CRD#5645779
Investment Advisor
in Altamonte Springs, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Shantanu Narayen is a financial advisor who works out of Altamonte Springs, Florida who has 1 year of relevant experience. Narayen is an employee of Fidelity Personal And Workplace Advisors. During their career, Narayen has held roles at Charles Schwab & Co., Inc, T3 Trading Group, Fidelity Brokerage Services LLC, Newport Group, Inc, Newport Group Securities, Inc, Newport Group Consulting, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Fidelity Investments. Narayen has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to serve investors in Florida. Fidelity Personal And Workplace Advisors is an advisory firm operating out of Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 employees. It oversees $653 billion in assets between its 1,712,247 accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advice to 11 charitable organizations. Of its 1,712,247 client accounts, 31% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors performs 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. Fees for financial advice largely vary depending on which services are provided. Fees charged by Fidelity Personal And Workplace Advisors can consist of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, 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

175 East Altamonte Dr, Ste 1000
Altamonte Springs, FL 32701

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

$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

Shantanu Narayen Work History

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

2022 - Present (2 years)

Fidelity Investments

2021 - 2022 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2021 - 2022 (1 year)

Bank Of America, N.A

2018 - 2020 (2 years)

Newport Group Securities, Inc

2018 - 2020 (2 years)

Newport Group Consulting, LLC

2017 - 2020 (3 years)

Newport Group, Inc

2015 - 2017 (2 years)

Fidelity Brokerage Services LLC

2014 - 2014 (< 1 year)

T3 Trading Group

2010 - 2013 (3 years)

Charles Schwab & Co., 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 Shantanu Narayen 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

Nora Clifford
Greenbrae, CA
Elizabeth Muncie
Boston, MA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Laura Mccallum
Austin, TX
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.

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