Brendan
Cahill

Fidelity Personal And Workplace Advisors

CRD#4877470
Investment Advisor
in Boston, MA
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About this Advisor

Brendan Cahill is a certified financial planner operating out of Boston, Massachusetts, who has been in the industry for 10 years. Cahill is an employee of Fidelity Personal And Workplace Advisors. The advisor has gained experience at Ameriprise Financial Services, Inc, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Cahill maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in New Jersey and Texas. Fidelity Personal And Workplace Advisors is a registered investment company that has its headquarters in Boston, Massachusetts. The firm has offices in 25 locations and a total of 6,485 people on staff. It handles $345 billion in assets among its 858,130 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to seven charitable organizations. Of its 858,130 accounts, 68% belong to high-net-worth clients who have more than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fees typically are based on which service is provided. Fees billed by Fidelity Personal And Workplace Advisors most likely are comprised of some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 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

Brendan Cahill Work History

Brendan has 10 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2014 - Present (5 years)

Fidelity Brokerage Services LLC

2008 - 2014 (6 years)

Ameriprise Financial Services, Inc

Disclosures

Brendan Cahill has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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