Adam
Klupchak
Fidelity Personal And Workplace Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Adam Klupchak is a financial advisor working out of Highland Park, Illinois with a total of 1 year of industry experience. Klupchak is an advisor for Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Pruco Securities LLC, Homeadvisor, Enterprise Holdings, Mondays On State, University Of Wisconsin-Madison Memorial Union, Astoria Wire Products, University Of Wisconsin-Madison, N/A, The Prudential Insurance Company Of America and Fidelity Investments. Klupchak maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Illinois. Fidelity Personal And Workplace Advisors is a financial advisory business operating out of Boston, MA. The company has offices in 3,093 locations and a total of 13,507 financial advisors. It oversees $653 billion in assets under management between its 1,712,247 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advice to 11 charitable organizations. Of its 1,712,247 accounts, 31% are held by high-net-worth investors who have at least $1 million in investable assets. Fidelity Personal And Workplace Advisors has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees vary depending on which services the firm provides the client. However, fees charged by Fidelity Personal And Workplace Advisors most likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Adam Klupchak Work History
Adam has been registered as a financial advisor for 1 years.*
Fidelity Investments
Pruco Securities LLC
The Prudential Insurance Company Of America
N/A
Homeadvisor
N/A
Enterprise Holdings
Mondays On State
N/A
N/A
University Of Wisconsin-Madison Memorial Union
Astoria Wire Products
Astoria Wire Products
University Of Wisconsin-Madison
*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 Adam Klupchak 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
Greenbrae, CA
Boston, MA
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Austin, TX
Fairfield, CT
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
