Patrick
Norwood
Fidelity Personal And Workplace Advisors
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About this Advisor
Patrick Norwood is a financial advisor based out of Oak Brook, Illinois with 1 year of relevant experience. Norwood works at Fidelity Personal And Workplace Advisors. Over the course of their career, they have held roles at William Blair & Company, Advisory Research Inc, Piper Jaffray & Co, Merrill Lynch, Pierce, Fenner & Smith Inc, Usonian Investments LLC and Fidelity Investments. Norwood holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Illinois. Fidelity Personal And Workplace Advisors is a registered investment business that has its headquarters in Boston, MA. It has offices in 3,093 locations and a total of 13,507 employees. It manages $653 billion in assets across its 1,712,247 customer accounts, placing it among the biggest firms in the country by assets under management. The firm advises 11 charitable organizations. Of its 1,712,247 client accounts, 31% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The company has a number 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 depend on which services are provided. However, fees charged by Fidelity Personal And Workplace Advisors can be comprised of any blend of 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
Patrick Norwood Work History
Patrick has been registered as a financial advisor for 1 years.*
Fidelity Investments
Merrill Lynch, Pierce, Fenner & Smith Inc
Usonian Investments LLC
Advisory Research Inc
Piper Jaffray & Co
William Blair & Company
*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 Patrick Norwood 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
Smithfield, RI
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.
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