Bogdan
Dinca

Fidelity Personal And Workplace Advisors

CRD#4078566
Investment Advisor
in Boston, MA
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About this Advisor

Bogdan Dinca is a certified financial planner who works in Boston, Massachusetts, with 12 years in the industry. Dinca currently works for Fidelity Personal And Workplace Advisors. Over the course of their career, they have held roles at Thrivent Investment Management Inc, Orizon LLC, Charles Schwab Bank, Charles Schwab & Co., Inc, Lpl, New York Community Bank, Td Ameritrade, Fidelity Personal And Workplace Advisors and Fidelity Brokerage Services LLC. Dinca maintains Series 66, Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in New Jersey. Fidelity Personal And Workplace Advisors is an advisory business 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 administers $345 billion in assets across its 858,130 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises seven charitable organizations. Of its 858,130 accounts, 68% belong to high-net-worth clients who have more than $1 million in investable assets. The business offers a number of services, including 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 management typically vary depending on the type of services offered. However, fees billed by Fidelity Personal And Workplace Advisors likely include any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Series 63, Series 65, Certified Financial Planner

Years of Experience

12 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

Bogdan Dinca Work History

Bogdan has 12 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2018 - Present (1 year)

Fidelity Brokerage Services LLC

2013 - 2018 (5 years)

Td Ameritrade

2012 - 2013 (1 year)

Lpl

2012 - 2013 (1 year)

New York Community Bank

2011 - 2012 (1 year)

Thrivent Investment Management Inc

2009 - 2012 (3 years)

Orizon LLC

2006 - 2009 (3 years)

Charles Schwab Bank

2006 - 2009 (3 years)

Charles Schwab & Co., Inc

Disclosures

Bogdan Dinca has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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