Alvydas
Knasas

Fidelity Personal And Workplace Advisors

CRD#5059554
Investment Advisor
in Boston, MA

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About this Advisor

Alvydas Knasas is a certified financial planner in Boston, Massachusetts. Currently a registered investment advisor with Fidelity Personal And Workplace Advisors, they have accumulated 11 years of experience in the financial advisory industry. Knasas has Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Knasas is registered to work with clients based out of California and Texas. Their career trajectory has included roles at Fidelity Brokerage Services, LLC and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is based out of Boston, Massachusetts, and has 25 additional offices throughout the United States. In total, Fidelity Personal And Workplace Advisors oversees $338 billion in assets throughout 914,878 client accounts and employs more than 6,722 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 24% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Fidelity Personal And Workplace Advisors can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

12 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

$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

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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

Alvydas Knasas Work History

Alvydas has 12 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2008 - Present (12 years)

Fidelity Brokerage Services, LLC

Disclosures

Alvydas Knasas has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Victor Price
Boston, MA
Cornel Catrina
Boston, MA
Andrew Kazanowski
Boston, MA
Lauren Campbell
Houston, TX
Jeffrey Sherman
Jacksonville, FL
Andrew Meade
Boston, MA
Justin Kreitel
Boston, MA
Saunie Darlington
Boston, MA

This content was compiled from the SEC and FINRA.

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