Matthew
Purmal
Fidelity Personal And Workplace Advisors
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About this Advisor
Matthew Purmal is a financial advisor operating out of Highland Park, Illinois. Purmal works at Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Edward Jones, Student, Full Time Edcuation, Jbi Construction, Church Mutual and Fidelity Investments. Purmal has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Illinois. Fidelity Personal And Workplace Advisors is an advisory company that has its headquarters in Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 advisors. It has $653 billion in assets across its 1,712,247 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 11 charities and foundations. Of its 1,712,247 client accounts, 31% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors has a broad set 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 fee schedules depend on the financial services provided. Fees charged by Fidelity Personal And Workplace Advisors most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Matthew Purmal Work History
Matthew has been registered as a financial advisor for 0 years.*
Fidelity Investments
Edward Jones
Church Mutual
Jbi Construction
Full Time Edcuation
Student
*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 Matthew Purmal 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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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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