Brendan
Bugler
Fidelity Personal And Workplace Advisors
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About this Advisor
Brendan Bugler is a financial advisor based in Danvers, Massachusetts, working with Fidelity Personal And Workplace Advisors. Brendan has previously held positions at University Of New Hampshire, Fidelity Investments, Plants And Pleasantrees, Moran Hoop Camp, Kernwood Country Club, 2017 Senior U.S. Open, Neck Run Cafe, and Marblehead Public Schools. Brendan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts and Texas. Currently, Brendan is part of Fidelity Personal And Workplace Advisors, which operates out of Danvers, Massachusetts. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
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
Brendan Bugler Work History
Fidelity Investments
Fidelity Investments
Plants And Pleasantrees
University Of New Hampshire
Kernwood Country Club
2017 Senior U.S. Open
Neck Run Cafe
Moran Hoop Camp
Marblehead Public Schools
Disclosures
Please visit the SEC profile of Brendan Bugler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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