Rajan
Bedi

Fidelity Personal And Workplace Advisors

CRD#7289495
Investment Advisor
in Alpharetta, GA

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About this Advisor

Rajan Bedi is a financial advisor based in Alpharetta, Georgia, working with Fidelity Personal And Workplace Advisors. Rajan has previously held positions at Abac Consulting, Jimbo'S, Insomnia Cookies, Ruffalo Noel Levitz, Unemployed, Elavon Inc, Subsidiary Of Us Bank, Fidelity Investments, and Miller Learning Center - Security Desk. Rajan has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Rajan is part of Fidelity Personal And Workplace Advisors, which operates out of Alpharetta, 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

11800 Amberpark Drive Suite 140
Alpharetta, GA 30009-2269

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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

Rajan Bedi Work History

2024 - Present (0 year)

Fidelity Investments

2022 - 2023 (1 year)

Miller Learning Center - Security Desk

2020 - 2021 (1 year)

Abac Consulting

2019 - 2020 (1 year)

Jimbo'S

2018 - 2018 (< 1 year)

Insomnia Cookies

2017 - 2017 (< 1 year)

Elavon Inc, Subsidiary Of Us Bank

2016 - 2016 (< 1 year)

Abac Consulting

2016 - 2016 (< 1 year)

Ruffalo Noel Levitz

2014 - 2015 (1 year)

Unempolyed

Disclosures

Please visit the SEC profile of Rajan Bedi 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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Tyler Rizzo
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Justin Gorney
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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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