Beth
Fratalia
Fidelity Personal And Workplace Advisors
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About this Advisor
Beth Fratalia is a financial advisor working out of Boston, Massachusetts who has 1 year of relevant experience. Fratalia is on the advisory team at Fidelity Personal And Workplace Advisors. Over the course of their career, Fratalia has held roles at Morgan Stanley, The Varano Realty Group, Dr. Thomas Hawley, Dmd Medical Office, Mes Solutions, Northeastern University, Morgan Stanley Private Bank, N.A, F.L. Putnam Investment Management Co, Fidelity Brokerage Services LLC, Maiden Cove Capital and Fidelity Brokerage Services, LLC. Fratalia has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Massachusetts and Texas. Fidelity Personal And Workplace Advisors is a financial advisory company operating out of Boston, MA. The company has offices in 3,093 locations and a total of 13,507 financial advisors. It has $653 billion in assets under management across its 1,712,247 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 11 charitable organizations. Of its 1,712,247 client accounts, 31% are held by high-net-worth individuals who have more than $1 million in investable assets. The business has a number 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 fee schedules usually depend on which services are provided. However, fee types billed by Fidelity Personal And Workplace Advisors most likely include 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
Beth Fratalia Work History
Beth has been registered as a financial advisor for 1 years.*
Fidelity Brokerage Services, LLC
Maiden Cove Capital
Fidelity Brokerage Services LLC
F.L. Putnam Investment Management Co
Morgan Stanley
Morgan Stanley Private Bank, N.A
Morgan Stanley
The Varano Realty Group
The Varano Realty Group
Dr. Thomas Hawley, Dmd Medical Office
Mes Solutions
Northeastern University
*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 Beth Fratalia 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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Smithfield, RI
Fairfield, CT
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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.
