Benedikt
Kalkert

Fidelity Personal And Workplace Advisors

CRD#4357693
Investment Advisor
in Boston, MA
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About this Advisor

Benedikt Kalkert is a certified financial planner working in Boston, Massachusetts, with 10 years of financial industry experience. Kalkert is an employee of Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Usaa Financial Advisors, Inc, Lincoln Financial Securities Corporation, Usaa Financial Planning Services Inc, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Kalkert holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida. Fidelity Personal And Workplace Advisors is an advisory business based in Boston, Massachusetts. It has offices in 25 locations and a total of 6,485 advisors. It handles $345 billion in assets under management between its 858,130 customer accounts, making it one of the largest firms in the country by assets under management. The firm advises seven charities and foundations. Of its 858,130 accounts, 68% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors has 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 usually are based on the services. Fee types billed by Fidelity Personal And Workplace Advisors likely include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

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

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

Benedikt Kalkert Work History

Benedikt has 10 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2012 - Present (7 years)

Fidelity Brokerage Services LLC

2010 - 2012 (2 years)

Usaa Financial Advisors, Inc

2010 - 2012 (2 years)

Usaa Financial Planning Services Inc

2008 - 2010 (2 years)

Lincoln Financial Securities Corporation

Disclosures

Benedikt Kalkert has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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