Adam
Cronin

Fidelity Personal And Workplace Advisors

CRD#4188147
Investment Advisor
in Boston, MA
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About this Advisor

Adam Cronin is a certified financial planner based out of Boston, Massachusetts, with a total of 18 years of professional experience. Cronin is currently employed by Fidelity Personal And Workplace Advisors. Over the course of their career, Cronin has held roles at Advised Assets Group, Charles Schwab & Co., Inc, Charles Schwab Bank, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Cronin maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to operate in Colorado and Texas. Fidelity Personal And Workplace Advisors is a company operating in Boston, Massachusetts. It has offices in 25 locations and a total of 6,485 advisors. It has $345 billion in total assets among its 858,130 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises seven charities and foundations. Of its 858,130 accounts, 68% are held by high-net-worth individuals who have more than $1 million in assets. The company offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fees typically depend on the financial services. Fee types charged by Fidelity Personal And Workplace Advisors can include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

18 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, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Disclosures

Yes

Office Location

245 Summer Street, V2A
Boston, MA 02210

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$344,922,585,757

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

6,485

MA Average: 118
Total Number of Accounts

858,130

MA Average: 4,567
Average Account Size

$401,947

MA Average: $3,506,186

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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
  • Other

Adam Cronin Work History

Adam has 18 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2014 - Present (5 years)

Fidelity Brokerage Services LLC

2013 - 2014 (1 years)

Advised Assets Group

2005 - 2013 (8 years)

Charles Schwab Bank

2000 - 2013 (13 years)

Charles Schwab & Co.,Inc

Disclosures

Adam Cronin has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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