Bradford
Houchins

Fidelity Personal And Workplace Advisors

CRD#4304109
Investment Advisor
in Boston, MA
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About this Advisor

Bradford Houchins is a certified financial planner who works out of Boston, Massachusetts, who has been in the financial industry for 19 years. Houchins is an advisor for Fidelity Personal And Workplace Advisors. Houchins has gained experience at The Vanguard Group, Inc, Mermaid Lakes, Varners Tree Farm, Fidelity Personal And Workplace Advisors and Fidelity Brokerage Services LLC. Houchins holds a Series 63 license, certifying them as a securities broker, and is approved to operate in Pennsylvania. Fidelity Personal And Workplace Advisors is a financial advisory company that has its headquarters in Boston, Massachusetts. The investment advisory business has offices in 25 locations and a total of 6,485 employees. It administers $345 billion in assets under management across its 858,130 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves seven charitable organizations. Of its 858,130 client accounts, 68% are associated with high-net-worth clients who have at least $1 million in assets. Fidelity Personal And Workplace Advisors provides a wide set 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. A financial advisor's fee schedules usually vary depending on the type of services provided. However, fee types charged by Fidelity Personal And Workplace Advisors can be comprised of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

19 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

Bradford Houchins Work History

Bradford has 19 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2015 - Present (4 years)

Fidelity Brokerage Services LLC

2007 - 2015 (8 years)

Varners Tree Farm

2000 - 2015 (15 years)

The Vanguard Group, Inc

1999 - 2013 (14 years)

Mermaid Lakes

Disclosures

Bradford Houchins has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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