Bradley
Rush

Fidelity Personal And Workplace Advisors

CRD#2432478
Investment Advisor
in Boston, MA
Are you Bradley Rush? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Bradley Rush is a certified financial planner in Boston, Massachusetts. Currently an investment advisor at Fidelity Personal And Workplace Advisors, Rush has an impressive 25 years of professional experience. Rush holds Series 63 and Series 66 licenses, designating the advisor as a securities representative. Rush is able to work with investors based out of Michigan. During their career, the advisor has held roles at Fidelity Brokerage Services, Inc and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is headquartered in Boston, Massachusetts, and has 25 locations throughout the United States. In total, Fidelity Personal And Workplace Advisors manages $345 billion in assets across 858,130 accounts and employs more than 6,485 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 68% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Fidelity Personal And Workplace Advisors can provide 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, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

25 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

Yes

Office Location

245 Summer Street, V2A
Boston, MA 02210

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Bradley Rush Work History

Bradley has 25 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

1993 - Present (26 years)

Fidelity Brokerage Services, Inc

Disclosures

Bradley Rush has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started