Bradley
Rush

Fidelity Personal And Workplace Advisors

CRD#2432478
Investment Advisor
in Boston, MA

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About this Advisor

Bradley Rush is a certified financial planner working in Boston, Massachusetts, who has 26 years in the industry. Rush is currently employed by Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Fidelity Personal And Workplace Advisors and Fidelity Brokerage Services, Inc. Rush maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to advise clients in Michigan and Texas. Fidelity Personal And Workplace Advisors is an advisory firm operating out of Boston, Massachusetts. The investment advisory business has offices in 25 locations and a total of 6,722 employees. It handles $338 billion in total assets across its 914,878 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves eight charities and foundations. Of its 914,878 client accounts, 24% are held by high-net-worth individuals who have at least $1 million in investable assets. Fidelity Personal And Workplace Advisors provides a wide array 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 charged by financial advisors typically depend on which services the firm provides the client. However, fees billed by Fidelity Personal And Workplace Advisors most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

27 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

Yes

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

Bradley Rush Work History

Bradley has 27 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

1993 - Present (27 years)

Fidelity Brokerage Services, Inc

Disclosures

Bradley Rush has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Taylor Moroz
Salt Lake City, UT
Sam Grosser
Miami, FL
Joshua Hardtke
Boston, MA
Shannon Kelly
Boston, MA
David Motola
Boston, MA
Asena Seven
Boston, MA
Anthony Mish
Boston, MA

This content was compiled from the SEC and FINRA.

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