Bahram
Sabet
Fidelity Personal And Workplace Advisors
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About this Advisor
Bahram Sabet is a financial advisor who works in Smyrna, Georgia with 2 years of relevant experience. Sabet currently works for Fidelity Personal And Workplace Advisors. During their career, Sabet has held roles at Royal Asset Managemnet, Capitol Securities Management, Inc, Renters Warehouse, Insurance Sales and Fidelity Investments. Sabet holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Georgia and Texas. Fidelity Personal And Workplace Advisors is a registered investment business that has its headquarters in Boston, MA. It has offices in 3,093 locations and a total of 13,507 financial advisors. It oversees $653 billion in assets across its 1,712,247 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises 11 charitable organizations. Of its 1,712,247 accounts, 31% are held by high-net-worth clients who have greater than $1 million in assets. Fidelity Personal And Workplace Advisors has 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 usually vary depending on which services the firm provides the client. However, fees billed by Fidelity Personal And Workplace Advisors likely consist of any combination 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
$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
Bahram Sabet Work History
Bahram has been registered as a financial advisor for 2 years.*
Fidelity Investments
Renters Warehouse
Capitol Securities Management, Inc
Insurance Sales
Royal Asset Managemnet
*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 Bahram Sabet to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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