Nathan
Korn

Fidelity Personal And Workplace Advisors

CRD#7119894
Investment Advisor
in Highland Park, IL

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About this Advisor

Nathan Korn is a financial advisor operating out of Highland Park, Illinois with 1 year of relevant experience. Korn is on the advisory team at Fidelity Personal And Workplace Advisors. Over the course of their career, they have held roles at Edgewood Middle School, Highland Park High School, Fsa Sports Camp, University Of Illinois At Urbana-Champaign, Morgan Stanley and Fidelity Investments. Korn maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Illinois. Fidelity Personal And Workplace Advisors is a company based out of Boston, MA. The company has offices in 3,093 locations and a total of 13,507 advisors. It oversees $653 billion in total assets between its 1,712,247 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 11 charities and foundations. Of its 1,712,247 client accounts, 31% are associated with high-net-worth investors who have at least $1 million in assets. Fidelity Personal And Workplace Advisors has a broad array 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. A financial advisor's fees largely vary depending on the financial services provided. Fee types billed by Fidelity Personal And Workplace Advisors can include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

1 Skokie Valley Road
Highland Park, IL 60035

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

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

13,507

IL Average: 118
Total Number of Accounts

1,712,247

IL Average: 4,567
Average Account Size

$381,106

IL 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

Nathan Korn Work History

Nathan has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Fidelity Investments

2019 - 2019 (< 1 year)

Morgan Stanley

2019 - 2019 (< 1 year)

Fsa Sports Camp

2018 - 2018 (< 1 year)

Fsa Sports Camp

2017 - 2021 (4 years)

University Of Illinois At Urbana-Champaign

2017 - 2017 (< 1 year)

Fsa Sports Camp

2016 - 2016 (< 1 year)

Fsa Sports Camp

2014 - 2017 (3 years)

Highland Park High School

2011 - 2014 (3 years)

Edgewood Middle School

*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 Nathan Korn 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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