Erwing
Landazabal

Fidelity Personal And Workplace Advisors

CRD#7273852
Investment Advisor
in Atlanta, GA

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About this Advisor

Erwing Landazabal is a financial advisor who works in Atlanta, Georgia with 1 year of industry experience. Landazabal is on the advisory team at Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Pfs Investments Inc, Primerica Financial Services, State Farm, Reinhardt University, Georgia State University, Alpharetta High School, Mount Pisgah Umc, Cetpa, Uber, Fidelity Investents, Family First Life, Fidelity Investments, Atlanta Luxury Motors, The Suri Group Inc and The Camp Grace. Landazabal maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Georgia and Texas. Fidelity Personal And Workplace Advisors is a registered investment company operating out of Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 financial advisors. It administers $653 billion in assets between its 1,712,247 client accounts, making it one of the largest firms in the nation by assets under management. The firm advises 11 charitable organizations. Of its 1,712,247 customer accounts, 31% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Fidelity Personal And Workplace Advisors offers a broad assortment 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. A financial advisor's fees typically depend on which service is offered. Fees billed by Fidelity Personal And Workplace Advisors most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

4505 Ashford Dunwoody Rd Ne Ste 4
Atlanta, GA 30346-1516

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

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

13,507

GA Average: 118
Total Number of Accounts

1,712,247

GA Average: 4,567
Average Account Size

$381,106

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

Erwing Landazabal Work History

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

2022 - Present (2 years)

Fidelity Investments

2021 - 2021 (< 1 year)

Uber

2021 - 2021 (< 1 year)

Fidelity Investents

2021 - 2022 (1 year)

Family First Life

2020 - 2021 (1 year)

Pfs Investments Inc

2020 - 2021 (1 year)

Primerica Financial Services

2020 - 2020 (< 1 year)

State Farm

2020 - 2020 (< 1 year)

Primerica Financial Services

2019 - 2019 (< 1 year)

Georgia State University

2019 - 2020 (1 year)

The Suri Group Inc

2018 - 2018 (< 1 year)

The Camp Grace

2017 - 2017 (< 1 year)

Atlanta Luxury Motors

2016 - 2020 (4 years)

Reinhardt University

2016 - 2016 (< 1 year)

Cetpa

2015 - 2015 (< 1 year)

The Camp Grace

2014 - 2016 (2 years)

Mount Pisgah Umc

2010 - 2014 (4 years)

Alpharetta High School

*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 Erwing Landazabal 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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Jason Arcelay
Boston, MA
Larysa Smykovskaya
Palo Alto, CA
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.

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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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