Alvydas
Knasas

Fidelity Personal And Workplace Advisors

CRD#5059554
Investment Advisor
in Boston, MA
Are you Alvydas Knasas? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Alvydas Knasas is a certified financial planner who works out of Boston, Massachusetts, who has been in the financial industry for 10 years. Knasas is currently employed by Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Fidelity Brokerage Services, LLC and Fidelity Personal And Workplace Advisors. Knasas holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in California and Texas. Fidelity Personal And Workplace Advisors is a financial advisory business that has its headquarters in Boston, Massachusetts. The company has offices in 25 locations and a total of 6,485 advisors. It has $345 billion in total assets among its 858,130 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises seven charities and foundations. Of its 858,130 accounts, 68% belong to high-net-worth clients who have more than $1 million in investable assets. The advisory firm provides a wide set 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 management typically are based on which services are provided. Fee types billed by Fidelity Personal And Workplace Advisors most likely consist of any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$338,001,104,173

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

6,722

MA Average: 118
Total Number of Accounts

914,878

MA Average: 4,567
Average Account Size

$369,449

MA Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Alvydas Knasas Work History

Alvydas has 10 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2008 - Present (11 years)

Fidelity Brokerage Services, LLC

Disclosures

Alvydas Knasas has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started