Joseph
Rosario

Fidelity Personal And Workplace Advisors

CRD#5640438
Investment Advisor
in Highland Park, IL

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About this Advisor

Joseph Rosario is a financial advisor operating in Highland Park, Illinois, with 10 years in the industry. Rosario currently works for Fidelity Personal And Workplace Advisors. Over the course of their career, they have held roles at Depaul University, Mass Mutual Life Insurance Company, Mml Investors Services, Pruco Securities, LLC, The Prudential Insurance Company Of America, Aig Financial Network, Allstate, Fidelity Brokerage Services, Park Avenue Securities, Northwestern Mutual Life Insurance Company and Guardian Life Ins. Rosario holds a Series 66 license, which qualifies 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 firm based out of Highland Park, Illinois. It has offices in 25 locations and a total of 6,722 people on staff. It oversees $338 billion in total assets across its 914,878 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to eight charities and foundations. Of its 914,878 client accounts, 24% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually are based on the services offered. Fees billed by Fidelity Personal And Workplace Advisors most likely are comprised of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

11 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, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

1 Skokie Valley Road
Highland Park, IL 60035

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$338,001,104,173

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

6,722

IL Average: 118
Total Number of Accounts

914,878

IL Average: 4,567
Average Account Size

$369,449

IL Average: $3,506,186

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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
  • Other

Joseph Rosario Work History

Joseph has 11 years of experience.

2019 - Present (1 year)

Fidelity Brokerage Services

2017 - 2017 (< 1 year)

Mml Investors Services

2017 - 2019 (2 years)

Allstate

2016 - 2016 (< 1 year)

Pruco Securities, LLC

2016 - 2016 (< 1 year)

The Prudential Insurance Company Of America

2016 - 2017 (1 year)

Mass Mutual Life Insurance Company

2016 - 2016 (< 1 year)

Park Avenue Securities

2016 - 2016 (< 1 year)

Guardian Life Ins

2014 - 2014 (< 1 year)

Mml Investors Services

2014 - 2016 (2 years)

Aig Financial Network

2012 - 2014 (2 years)

Mass Mutual Life Insurance Company

2009 - 2011 (2 years)

Depaul University

2009 - 2012 (3 years)

Northwestern Mutual Life Insurance Company

Disclosures

Joseph Rosario has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Eric Callahan
Boston, MA
David Motola
Boston, MA
Joshua Hardtke
Boston, MA
Heather Hodge
Boston, MA
Victor Sesate
Boston, MA
Alethea Fifield
Boston, MA
Edward Swiderski
Boston, MA
Tameshia Butler
Boston, MA

This content was compiled from the SEC and FINRA.

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