Andrew
Byers

Fidelity Personal And Workplace Advisors

CRD#4070190
Investment Advisor
in Boston, MA

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About this Advisor

Andrew Byers is a certified financial planner whose office is in Boston, Massachusetts. Currently an investment advisor with Fidelity Personal And Workplace Advisors, Byers has 14 years of work experience. Byers maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative. Byers can advise investors based out of Pennsylvania. During their career, Byers has held roles at Fidelity Personal And Workplace Advisors, Regentatlantic, Ameriprise Financial, Prestige Wealth Managament Group, LLC and Hennion & Walsh. Fidelity Personal And Workplace Advisors is based out of Boston, Massachusetts, and has 25 additional brick-and-mortar locations in the country. Overall, Fidelity Personal And Workplace Advisors oversees $338 billion in assets throughout 914,878 accounts and retains more than 6,722 people. The amount of assets the firm manages makes it one of the largest firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 24% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Fidelity Personal And Workplace Advisors offers 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

15 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

Andrew Byers Work History

Andrew has 15 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2016 - 2016 (< 1 year)

Regentatlantic

2012 - 2016 (4 years)

Hennion & Walsh

2010 - 2012 (2 years)

Prestige Wealth Managament Group, LLC

2005 - 2010 (5 years)

Ameriprise Financial

Disclosures

Andrew Byers has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Ryan Osterloh
Boston, MA
Yasemin Under
Boston, MA
Josh Botana
Roanoke, TX
Preston Coyle
Boston, MA
Andres Meza
American Fork, UT
Sarah Sherman
Boston, MA
Saunie Darlington
Boston, MA
Eric Callahan
Boston, MA

This content was compiled from the SEC and FINRA.

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