Ethan
Smith
Fidelity Personal And Workplace Advisors
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About this Advisor
Ethan Smith is a financial advisor based in Latonia, Kentucky, working with Fidelity Personal And Workplace Advisors. Ethan has previously held positions at University Of Cincinnati Recreation Center, High School Student, Bay Village Recreation Center, Ohio Army National Guard, Jpmorgan Chase, Target, Big Orange Marketing LLC, United Parcel Services, Uncle Woody'S, Ladder 19, Fidelity Investments, and Education At Work. Ethan has passed the Series 66 regulatory exam and is registered to provide services in Kentucky, Ohio, and Texas. Currently, Ethan is part of Fidelity Personal And Workplace Advisors, which operates out of Latonia, Kentucky. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
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
Ethan Smith Work History
Fidelity Investments
Jpmorgan Chase
Big Orange Marketing LLC
University Of Cincinnati Recreation Center
Education At Work
Target
United Parcel Services
Uncle Woody'S
Ladder 19
Bay Village Recreation Center
Ohio Army National Guard
High School Student
High School Student
Disclosures
Please visit the SEC profile of Ethan Smith 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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