Alexander
Kurkuvelos

Fidelity Personal And Workplace Advisors

CRD#6227821
Investment Advisor
in Boston, MA

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About this Advisor

Alexander Kurkuvelos is a financial advisor who works in Boston, Massachusetts, with 10 years of experience as a financial advisor. Kurkuvelos is an advisor for Fidelity Personal And Workplace Advisors. The advisor has gained experience at Morgan Stanley, Giovanni'S Pizza, Roast Beef, & More, Morgan Stanley Private Bank, National Association, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Kurkuvelos has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Massachusetts and Texas. Fidelity Personal And Workplace Advisors is a financial advisory company based in Boston, Massachusetts. It has offices in 3,180 locations and a total of 11,220 people on staff. It handles $727 billion in assets across its 1,509,611 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises nine charities and foundations. Of its 1,509,611 customer accounts, 34% are held by high-net-worth investors who have at least $1 million in investable assets. The advisory firm offers a broad range of services, such as 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 charged by financial advisors vary depending on which services are provided. However, fees charged by Fidelity Personal And Workplace Advisors may include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

Disclosures

No

Office Location

245 Summer Street, V2A
Boston, MA 02210

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$726,706,488,861

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

11,220

MA Average: 118
Total Number of Accounts

1,509,611

MA Average: 4,567
Average Account Size

$481,387

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

Alexander Kurkuvelos Work History

Alexander has 10 years of experience.

2018 - Present (4 years)

Fidelity Personal And Workplace Advisors

2016 - Present (6 years)

Fidelity Brokerage Services LLC

2015 - 2016 (1 year)

Morgan Stanley Private Bank, National Association

2013 - 2016 (3 years)

Morgan Stanley

2012 - 2013 (1 year)

Giovanni'S Pizza, Roast Beef, & More

Disclosures

Alexander Kurkuvelos has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Cameron Simmons
Leawood, KS
Haley Clavenna
Katy, TX
Michael Tran
Palo Alto, CA
Jessica Nyce
Towson, MD
Sirak Teodros
Boston, MA
Lindsay Phillips
Boston, MA
Joshua St. Laurent
Boston, MA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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.

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