Aamina
Siddiqui
Fidelity Personal And Workplace Advisors
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About this Advisor
Aamina Siddiqui is a certified financial planner operating out of Smyrna, Georgia with a total of 2 years of relevant experience. Siddiqui works at Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Morgan Stanley, Merrill Lynch, Legacy Texas, Wells Fargo, Full-Time Education, Morgan Stanley Private Bank, N.A, Charles Schwab & Co., Inc, Charles Schwab Bank and Fidelity Investments. Siddiqui holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Georgia and Texas. Fidelity Personal And Workplace Advisors is a business based in Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 financial advisors. It controls $653 billion in assets across its 1,712,247 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 11 charitable organizations. Of its 1,712,247 customer accounts, 31% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business provides 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 management fee schedules typically are based on which service is offered. However, fees billed by Fidelity Personal And Workplace Advisors may 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
Aamina Siddiqui Work History
Aamina has been registered as a financial advisor for 2 years.*
Fidelity Investments
Charles Schwab & Co., Inc
Charles Schwab Bank
Morgan Stanley
Morgan Stanley
Morgan Stanley Private Bank, N.A
Merrill Lynch
Legacy Texas
Wells Fargo
Full-Time Education
*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 Aamina Siddiqui 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.
