Adel
Aiken-Brewster

Fidelity Personal And Workplace Advisors

CRD#2969450
Investment Advisor
in Boston, MA
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About this Advisor

Adel Aiken-Brewster is a certified financial planner working in Boston, Massachusetts, who has been in the advisory business for 21 years. Aiken-Brewster currently works for Fidelity Personal And Workplace Advisors. Throughout their career, they have worked at Charles Schwab & Co., Inc, Charles Schwab Bank, Jah 8 Enterprises LLC, Mary Kay Cosmetics, Khm Travel Group, Fidelity Personal And Workplace Advisors, Fidelity Brokerage Services LLC and Mosaic Marketing. Aiken-Brewster holds a Series 63 license, which qualifies them as a securities agent, and is approved to operate in Florida and Texas. Fidelity Personal And Workplace Advisors is a registered investment business that has its headquarters in Boston, Massachusetts. The firm has offices in 25 locations and a total of 6,485 advisors. It controls $345 billion in assets across its 858,130 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves seven charitable organizations. Of its 858,130 client accounts, 68% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm performs a wide range 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. Fees for financial advisory services typically vary depending on which service is provided. However, fees charged by Fidelity Personal And Workplace Advisors likely consist of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

21 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

Adel Aiken-Brewster Work History

Adel has 21 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2017 - Present (2 years)

Fidelity Brokerage Services LLC

2017 - 2017 (0 years)

Mosaic Marketing

2014 - 2017 (3 years)

Khm Travel Group

2011 - 2017 (6 years)

Mary Kay Cosmetics

2008 - 2017 (9 years)

Jah 8 Enterprises LLC

2007 - 2017 (10 years)

Charles Schwab Bank

1997 - 2017 (20 years)

Charles Schwab & Co., Inc

Disclosures

Adel Aiken-Brewster has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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