Shaquille
Blake
Fidelity Personal And Workplace Advisors
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About this Advisor
Shaquille Blake is a financial advisor based out of Jacksonville, Florida with a total of 2 years of industry experience. Blake is on the advisory team at Fidelity Personal And Workplace Advisors. The advisor has gained experience at Morgan Stanley, Hertz Corporation, Amazon, Vanguard Funding, Borough Of Manhattan Community College, Fisk University and Fidelity Investments. Blake maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Florida and Texas. Fidelity Personal And Workplace Advisors is a financial advisory company that has its headquarters in Boston, MA. The company has offices in 3,093 locations and a total of 13,507 financial advisors. It has $653 billion in assets under management between its 1,712,247 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 11 charitable organizations. Of its 1,712,247 accounts, 31% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm offers a number 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 vary depending on which services the firm provides the client. Fees billed by Fidelity Personal And Workplace Advisors can consist of some blend of 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$652,548,367,853
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
13,507
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,712,247
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$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
Shaquille Blake Work History
Shaquille has been registered as a financial advisor for 2 years.*
Fidelity Investments
Morgan Stanley
Morgan Stanley
Hertz Corporation
Amazon
Fisk University
Vanguard Funding
Borough Of Manhattan Community College
*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 Shaquille Blake 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
Greenbrae, CA
Smithfield, RI
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Austin, TX
Fairfield, CT
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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