Vivian
Skawinski

Fidelity Personal And Workplace Advisors

CRD#6478662
Investment Advisor
in Naperville, IL

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About this Advisor

Vivian Skawinski is an advisor in Naperville, Illinois. Currently a registered investment advisor at Fidelity Personal And Workplace Advisors, Skawinski has 10 years of practice as a registered investment advisor. Skawinski holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Skawinski is able to work with investors based out of Illinois and Texas. Over the course of their career, they have 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 has 1,138 additional brick-and-mortar locations throughout the country. In total, Fidelity Personal And Workplace Advisors manages $453 billion in assets throughout 1,038,219 client accounts and retains more than 8,158 people. The level of assets currently under the firm's management places it among the largest firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 29% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Fidelity Personal And Workplace Advisors can offer 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's fees may include 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

$453,297,086,677

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

8,158

IL Average: 118
Total Number of Accounts

1,038,219

IL Average: 4,567
Average Account Size

$436,610

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 (4 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

Lauren Hinton
Englewood, CO
Meghan Snouffer
Boston, MA
James Woodall
Roanoke, TX
Julie Miller
Denver, CO
Stephanie Spyres
San Antonio, TX
Bryan Albaugh
Boston, MA
Chad Patten
Boston, MA
Danna Rosenfield
Thousand Oaks, CA

This content was compiled from the SEC and FINRA.

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