Alison
Kennedy

Fidelity Personal And Workplace Advisors

CRD#3173858
Investment Advisor
in Shrewsbury, MA

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About this Advisor

Alison Kennedy is a financial advisor working in Shrewsbury, Massachusetts who has 3 years of industry experience. Kennedy currently works for Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Fireman Capital Partners, Revere Securities, Further Lane Securities, Bequia Securities, LLC, First Line Advisors, LLC, Fidelity Brokerage Services LLC and Cresap Inc. Kennedy maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Massachusetts and Texas. Fidelity Personal And Workplace Advisors is an advisory firm headquartered in Boston, MA. The company has offices in 3,093 locations and a total of 13,507 employees. It has $653 billion in total assets between its 1,712,247 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 11 charitable organizations. Of its 1,712,247 customer accounts, 31% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The business performs 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 usually vary depending on which services are provided. However, fees billed by Fidelity Personal And Workplace Advisors most likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

551 Boston Turnpike Suite 40
Shrewsbury, MA 01545

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

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

13,507

MA Average: 118
Total Number of Accounts

1,712,247

MA Average: 4,567
Average Account Size

$381,106

MA 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

Alison Kennedy Work History

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

2019 - Present (5 years)

Fidelity Brokerage Services LLC

2017 - 2019 (2 years)

Bequia Securities, LLC

2016 - 2017 (1 year)

Cresap Inc

2014 - 2016 (2 years)

Revere Securities

2013 - 2013 (< 1 year)

Further Lane Securities

2013 - 2019 (6 years)

First Line Advisors, LLC

2011 - 2013 (2 years)

Fireman Capital Partners

*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 Alison Kennedy 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
Larysa Smykovskaya
Palo Alto, CA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Randall Rogers
Smithfield, RI
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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