Vivian
Skawinski

Fidelity Personal And Workplace Advisors

CRD#6478662
Investment Advisor
in Naperville, IL

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About this Advisor

Vivian Skawinski is a financial advisor whose office is in Naperville, Illinois. Currently a registered investment advisor with Fidelity Personal And Workplace Advisors, Skawinski has nine years of professional experience as an investment advisor. Skawinski has a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Skawinski is able to serve clients in Illinois and Texas. During their career, Skawinski has held roles at Edward Jones, Dry Goods, Charlotte Russe and Fidelity Brokerage Services LLC. Fidelity Personal And Workplace Advisors is headquartered in Naperville, Illinois, and operates out of 25 additional offices throughout the United States. In total, Fidelity Personal And Workplace Advisors oversees $338 billion in assets covering 914,878 client accounts and retains more than 6,722 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 24% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Fidelity Personal And Workplace Advisors offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

1823 Freedom Drive
Naperville, IL 60563

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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

Vivian Skawinski Work History

Vivian has 10 years of experience.

2017 - Present (3 years)

Fidelity Brokerage Services LLC

2015 - 2015 (< 1 year)

Edward Jones

2010 - 2015 (5 years)

Dry Goods

2010 - 2010 (< 1 year)

Charlotte Russe

Disclosures

Vivian Skawinski has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Heather Hodge
Boston, MA
Andres Meza
American Fork, UT
Victor Sesate
Boston, MA
Vivian Skawinski
Naperville, IL
Kimberley Jendrick
Boston, MA
Kevin White
Scarsdale, NY
Edward Swiderski
Boston, MA
William Jones
Boston, MA

This content was compiled from the SEC and FINRA.

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