Anthony
Prinzivalli

Fidelity Personal And Workplace Advisors

CRD#4881249
Investment Advisor
in Boston, MA
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About this Advisor

Anthony Prinzivalli is a chartered financial analyst operating in Boston, Massachusetts, with a total of 13 years of financial industry experience. Prinzivalli is currently employed by Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Prinzivalli maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Fidelity Personal And Workplace Advisors is a financial advisory firm operating in Boston, Massachusetts. The company has offices in 25 locations and a total of 6,485 advisors. It handles $345 billion in assets under management among its 858,130 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves seven charitable organizations. Of its 858,130 accounts, 68% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fee schedules are based on which services are provided. Fees billed by Fidelity Personal And Workplace Advisors likely include any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

13 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

Anthony Prinzivalli Work History

Anthony has 13 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2005 - Present (14 years)

Fidelity Brokerage Services LLC

Disclosures

Anthony Prinzivalli has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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