Andrew
Tang

Fidelity Personal And Workplace Advisors

CRD#3165352
Investment Advisor
in Boston, MA
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About this Advisor

Andrew Tang is a certified financial planner who works out of Boston, Massachusetts. Currently a registered investment advisor at Fidelity Personal And Workplace Advisors, they have accrued 18 years of professional experience. Tang maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Tang is able to act as a financial advisor in California. Over the course of their career, they have held roles at Usaa Financial Planning Services, Charles Schwab & Co., Inc, Charles Schwab Bank, Usaa Financial Advisors, Inc, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is located in Boston, Massachusetts, and has 25 additional brick-and-mortar locations in the nation. Overall, Fidelity Personal And Workplace Advisors oversees $345 billion in assets across 858,130 client accounts and retains more than 6,485 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 68% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Fidelity Personal And Workplace Advisors can offer 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's fees may include asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

18 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

Yes

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 Tang Work History

Andrew has 18 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2012 - Present (7 years)

Fidelity Brokerage Services LLC

2011 - 2012 (1 year)

Usaa Financial Planning Services

2011 - 2012 (1 year)

Usaa Financial Advisors, Inc

2005 - 2011 (6 years)

Charles Schwab Bank

2000 - 2011 (11 years)

Charles Schwab & Co., Inc

Disclosures

Andrew Tang has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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