Benjamin
Beecher

Fidelity Personal And Workplace Advisors

CRD#4349423
Investment Advisor
in Boston, MA
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About this Advisor

Benjamin Beecher is a certified financial planner who works in Boston, Massachusetts, who has 13 years of professional experience. Beecher is an advisor for Fidelity Personal And Workplace Advisors. Throughout their career, Beecher has worked at Fidelity Personal And Workplace Advisors, Usaa Financial Advisors Inc, Usaa Financial Planning Services and Fidelity Brokerage Services LLC. Beecher holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in California and Texas. Fidelity Personal And Workplace Advisors is an advisory company that has its headquarters in Boston, Massachusetts. The investment advisory business has offices in 25 locations and a total of 6,485 financial advisors. It manages $345 billion in assets under management among its 858,130 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves seven charities and foundations. Of its 858,130 customer accounts, 68% are associated with high-net-worth clients who have at least $1 million in assets. Fidelity Personal And Workplace Advisors has a diverse array 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. Fees for financial advisory services usually are based on which services the firm provides the client. However, fee types billed by Fidelity Personal And Workplace Advisors likely include some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

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, 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

Benjamin Beecher Work History

Benjamin has 13 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2015 - Present (4 years)

Fidelity Brokerage Services LLC

2005 - 2015 (10 years)

Usaa Financial Advisors Inc

2005 - 2015 (10 years)

Usaa Financial Planning Services

Disclosures

Benjamin Beecher has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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