Andrew
Glassman

Fidelity Personal And Workplace Advisors

CRD#5406781
Investment Advisor
in Boston, MA
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About this Advisor

Andrew Glassman is a certified financial planner who works in Boston, Massachusetts, who has been in the advisory business for 11 years. Glassman works at Fidelity Personal And Workplace Advisors. The advisor has gained experience at Fidelity Investments, Fidelity Personal And Workplace Advisors and Fidelity Brokerage Services LLC. Glassman maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to work in North Carolina and Texas. Fidelity Personal And Workplace Advisors is an advisory business operating out of Boston, Massachusetts. It has offices in 25 locations and a total of 6,485 financial advisors. It oversees $345 billion in total assets among its 858,130 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advisory services to seven charities and foundations. Of its 858,130 customer accounts, 68% are associated with high-net-worth individuals who have greater than $1 million in assets. Fidelity Personal And Workplace Advisors has a number 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 advisory services are based on the financial services offered. Fee types charged by Fidelity Personal And Workplace Advisors may include any combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

11 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, Others

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

$344,922,585,757

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

6,485

MA Average: 118
Total Number of Accounts

858,130

MA Average: 4,567
Average Account Size

$401,947

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 Glassman Work History

Andrew has 11 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2008 - Present (11 years)

Fidelity Brokerage Services LLC

2007 - Present (12 years)

Fidelity Investments

Disclosures

Andrew Glassman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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