Mariama
Bah

Fidelity Personal And Workplace Advisors

CRD#7241237
Investment Advisor
in Bethesda, MD

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About this Advisor

Mariama Bah is a financial advisor who works in Bethesda, Maryland with a total of 2 years of relevant experience. Bah is an employee of Fidelity Personal And Workplace Advisors. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Capital One Financial, South Street Steakes, University Of Phoenix, University Of Maryland, Bank Of America, N.A and Fidelity Investments. Bah holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Maryland. Fidelity Personal And Workplace Advisors is a company headquartered in Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 people on staff. It controls $653 billion in assets under management across its 1,712,247 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 11 charities and foundations. Of its 1,712,247 customer accounts, 31% belong to high-net-worth clients 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. Fees for financial advisory services depend on the type of financial services. However, fee types billed by Fidelity Personal And Workplace Advisors likely include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

7501 Wisconsin Avenue Suites 150W and 700W
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

Mariama Bah Work History

Mariama has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Fidelity Investments

2020 - Present (4 years)

University Of Maryland

2020 - 2021 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2020 - 2021 (1 year)

Bank Of America, N.A

2016 - 2019 (3 years)

University Of Phoenix

2014 - 2020 (6 years)

Capital One Financial

2012 - 2014 (2 years)

South Street Steakes

*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 Mariama Bah 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

Ian Anderson
Englewood, CO
Deana Lisee
El Segundo, CA
Luigi Auriemma
Naperville, IL
Kimberly Lacour
Boston, MA
Sajni Shah
San Jose, CA
Mark Barron
Merrimack, NH
Thomas Schroeder
Santa Monica, CA
William Wagner
Boston, MA

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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