Walter
Rudd

Fidelity Personal And Workplace Advisors

CRD#4838509
Investment Advisor
in Atlanta, GA

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About this Advisor

Walter Rudd is a financial advisor based in Atlanta, Georgia who has 5 years of relevant experience. Rudd currently works for Fidelity Personal And Workplace Advisors. Over the course of their career, they have held roles at Usaa Financial Advisors, Inc, Usaa Financial Planning Services, W&F LLC, Fidelity Brokerage Services LLC and Fidelity Southern Bank. Rudd holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Georgia and Texas. Fidelity Personal And Workplace Advisors is a financial advisory company operating out of Boston, MA. It has offices in 3,093 locations and a total of 13,507 advisors. It administers $653 billion in assets across its 1,712,247 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 11 charities and foundations. Of its 1,712,247 customer accounts, 31% are held by high-net-worth clients who have more than $1 million in investable assets. The firm 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 for financial management usually vary depending on which service is provided. Fee types charged by Fidelity Personal And Workplace Advisors likely consist of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

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

3242 Peachtree Road Suite 100
Atlanta, GA 30305

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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

Walter Rudd Work History

Walter has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Fidelity Brokerage Services LLC

2017 - 2018 (1 year)

Fidelity Southern Bank

2013 - 2017 (4 years)

Usaa Financial Advisors, Inc

2013 - 2017 (4 years)

Usaa Financial Planning Services

2005 - 2018 (13 years)

W&F LLC

*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 Walter Rudd 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

Nora Clifford
Greenbrae, CA
Elizabeth Muncie
Boston, MA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Laura Mccallum
Austin, TX
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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