Derek
Storey
Fidelity Personal And Workplace Advisors
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About this Advisor
Derek Storey is a financial advisor working out of Latonia, Kentucky with a total of 1 year of industry experience. Storey is currently employed by Fidelity Personal And Workplace Advisors. Throughout their career, Storey has worked at 338Th Army Band, Starbucks Co, Summit Landscaping, Worden Co, Unemployed/Studnet, Fidelity Investments, Grand Valley State University, Unc School Of The Arts and The University Of Cincinnati Medical Center. Storey holds Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to work in Kentucky, Ohio and Texas. Fidelity Personal And Workplace Advisors is a financial advisory company based out of Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 employees. It handles $653 billion in assets across its 1,712,247 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 11 charitable organizations. Of its 1,712,247 accounts, 31% are held by high-net-worth clients who have greater than $1 million in investable assets. Fidelity Personal And Workplace Advisors offers a diverse set 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. Financial advisory fees usually are based on which services the firm provides the client. However, fee types charged by Fidelity Personal And Workplace Advisors most likely are comprised of any combination 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
Derek Storey Work History
Derek has been registered as a financial advisor for 1 years.*
Fidelity Investments
The University Of Cincinnati Medical Center
Starbucks Co
Summit Landscaping
Unc School Of The Arts
338Th Army Band
Worden Co
Grand Valley State University
Unemployed/Studnet
*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 Derek Storey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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