Asena
Seven

Fidelity Personal And Workplace Advisors

CRD#6345803
Investment Advisor
in Boston, MA

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About this Advisor

Asena Seven is a financial advisor who is based out of Boston, Massachusetts. Currently a registered investment advisor at Fidelity Personal And Workplace Advisors, they have gathered nine years of experience in the financial advisory industry. Seven holds Series 66 and Series 63 licenses, designating the advisor as a securities representative. Seven can act as a financial advisor based out of New Hampshire and Texas. Throughout their career, Seven has worked at Fidelity Brokerage Services LLC, Delta Management Associates, Inc, Td Bank, Na, Follett Higher Education, Callogix, Target and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is headquartered in Boston, Massachusetts, and operates out of 25 offices in the country. In aggregate, Fidelity Personal And Workplace Advisors oversees $338 billion in assets covering 914,878 client accounts and employs more than 6,722 people. The firm's total assets under management places it among the biggest financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 24% of the firm's investors are high-net-worth individuals, meaning they have greater than $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 may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 63

Years of Experience

10 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

Asena Seven Work History

Asena has 10 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2013 - Present (7 years)

Fidelity Brokerage Services LLC

2011 - 2013 (2 years)

Delta Management Associates, Inc

2010 - 2012 (2 years)

Td Bank, Na

2010 - 2011 (1 year)

Follett Higher Education

2010 - 2010 (< 1 year)

Td Bank, Na

2010 - 2010 (< 1 year)

Callogix

2010 - 2010 (< 1 year)

Target

Disclosures

Asena Seven has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Eric Callahan
Boston, MA
David Motola
Boston, MA
Joshua Hardtke
Boston, MA
Sam Grosser
Miami, FL
Anthony Mish
Boston, MA
William Jones
Boston, MA
Austin Johnson
Boston, MA

This content was compiled from the SEC and FINRA.

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