Samuel
Braun
Fidelity Personal And Workplace Advisors
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About this Advisor
Samuel Braun is a certified financial planner based in Highland Park, Illinois with 1 year of relevant experience. Braun currently works for Fidelity Personal And Workplace Advisors. Throughout their career, Braun has worked at Eagle Asset Management, Eagle Fund Distributors, Inc, Tsc Distributors, LLC, First Dominion Capital Corp, Vision 4 Fund Distributors, LLC, Uber, Regency Technologies, Resource Reclamation Toledo, Fidelity Investments, Salient Partners, L.P, Salient Capital, L.P and Salient Capital Advisors, LLC. Braun holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Illinois and Texas. Fidelity Personal And Workplace Advisors is a financial advisory firm based out of Boston, MA. It has offices in 3,093 locations and a total of 13,507 advisors. It manages $653 billion in assets across its 1,712,247 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 11 charities and foundations. Of its 1,712,247 accounts, 31% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The business provides 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 advisory fees largely vary depending on which services the firm provides the client. Fees billed by Fidelity Personal And Workplace Advisors most likely consist 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
Samuel Braun Work History
Samuel has been registered as a financial advisor for 1 years.*
Fidelity Investments
Vision 4 Fund Distributors, LLC
Regency Technologies
Resource Reclamation Toledo
First Dominion Capital Corp
Vision 4 Fund Distributors, LLC
Uber
Tsc Distributors, LLC
Salient Partners, L.P
Salient Capital, L.P
Salient Capital Advisors, LLC
Eagle Asset Management
Eagle Fund Distributors, Inc
*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 Samuel Braun 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.
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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.
