Brian
Doughney

Fidelity Personal And Workplace Advisors

CRD#2440519
Investment Advisor
in Boston, MA

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About this Advisor

Brian Doughney is a certified financial planner working out of Boston, Massachusetts, with a total of 13 years of experience as a financial advisor. Doughney is an advisor for Fidelity Personal And Workplace Advisors. Throughout their career, they have worked at Advantage/Ey Financial Planner Line, Mmbb Financial Services, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Doughney maintains Series 66 and Series 63 licenses, which qualify them as a securities broker, and is able to advise clients in Connecticut, Massachusetts, New Jersey and Texas. Fidelity Personal And Workplace Advisors is an advisory company that has its headquarters in Boston, Massachusetts. It has offices in 25 locations and a total of 6,722 employees. It oversees $338 billion in total assets among its 914,878 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves eight charitable organizations. Of its 914,878 accounts, 24% belong to high-net-worth investors who have greater than $1 million in investable assets. The business performs a number 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 vary depending on which services the firm provides the client. Fee types billed by Fidelity Personal And Workplace Advisors may include asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 63, Certified Financial Planner

Years of Experience

14 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

Brian Doughney Work History

Brian has 14 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2015 - Present (5 years)

Fidelity Brokerage Services LLC

2012 - 2015 (3 years)

Mmbb Financial Services

2006 - 2012 (6 years)

Advantage/Ey Financial Planner Line

Disclosures

Brian Doughney has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Ryan Osterloh
Boston, MA
Yasemin Under
Boston, MA
Josh Botana
Roanoke, TX
Preston Coyle
Boston, MA
Andres Meza
American Fork, UT
Sarah Sherman
Boston, MA
Saunie Darlington
Boston, MA
Eric Callahan
Boston, MA

This content was compiled from the SEC and FINRA.

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