Catherine
Blyden

Fidelity Personal And Workplace Advisors

CRD#6674009
Investment Advisor
in Bethesda, MD

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About this Advisor

Catherine Blyden is a financial advisor working in Bethesda, Maryland with a total of 3 years of industry experience. Blyden is on the advisory team at Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Mcgraw-Hill Education, Ibm, Timmerman'S Supper Club, Skinny Mcginny'S, Fidelity Brokerage Services LLC and Agile Group Usa. Blyden maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Maryland and Texas. Fidelity Personal And Workplace Advisors is a registered investment business based out of Boston, MA. It has offices in 3,093 locations and a total of 13,507 advisors. It oversees $653 billion in total assets across its 1,712,247 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 11 charities and foundations. Of its 1,712,247 client 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 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. Fees charged by financial advisors largely vary depending on which service is offered. Fees charged by Fidelity Personal And Workplace Advisors most likely are comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

7315 Wisconsin Ave 150W and 225W
Bethesda, MD 20814

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

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

13,507

MD Average: 118
Total Number of Accounts

1,712,247

MD Average: 4,567
Average Account Size

$381,106

MD Average: $3,506,186

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

Catherine Blyden Work History

Catherine has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Fidelity Brokerage Services LLC

2017 - 2019 (2 years)

Agile Group Usa

2015 - 2017 (2 years)

Fidelity Brokerage Services LLC

2014 - 2015 (1 year)

Mcgraw-Hill Education

2013 - 2014 (1 year)

Ibm

2013 - 2014 (1 year)

Timmerman'S Supper Club

2013 - 2014 (1 year)

Skinny Mcginny'S

*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 Catherine Blyden to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fidelity Personal And Workplace Advisors

Nora Clifford
Greenbrae, CA
Elizabeth Muncie
Boston, MA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Laura Mccallum
Austin, TX
Michael Gefen
Fairfield, CT
Andrew Draluck
Fort Lauderdale, FL

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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