Claude
Lett

Fidelity Personal And Workplace Advisors

CRD#7165828
Investment Advisor
in Athens, GA

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About this Advisor

Claude Lett is a financial advisor based in Athens, Georgia, working with Fidelity Personal And Workplace Advisors. Claude has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, AT&T, and Fidelity Investments. Claude has passed the Series 66 regulatory exam and is registered to provide services in Georgia and Texas. Currently, Claude is part of Fidelity Personal And Workplace Advisors, which operates out of Athens, Georgia. 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 66

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

Athens, GA

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$818,776,100,963

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

15,424

GA Average: 118
Total Number of Accounts

1,991,043

GA Average: 4,567
Average Account Size

$411,230

GA 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

Claude Lett Work History

2021 - Present (3 years)

Fidelity Investments

2019 - 2021 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2021 (2 years)

Bank Of America, N.A

2013 - 2019 (6 years)

At&T

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Claude Lett 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.

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