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 who works out of Boston, Massachusetts. Currently a registered investment advisor at Fidelity Personal And Workplace Advisors, they have accrued 12 years of practice as a financial advisor. Doughney maintains Series 66 and Series 63 licenses, certifying them as a securities agent. Doughney can advise customers in Connecticut, Texas, New Jersey and Massachusetts. During their career, the advisor has held roles at Advantage/Ey Financial Planner Line, Fidelity Personal And Workplace Advisors, Mmbb Financial Services and Fidelity Brokerage Services LLC. Fidelity Personal And Workplace Advisors is based out of Boston, Massachusetts, and has 25 additional locations across the country. In aggregate, Fidelity Personal And Workplace Advisors oversees $345 billion in assets throughout 858,130 accounts and employs more than 6,485 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 68% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Fidelity Personal And Workplace Advisors provides 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 66, Series 63, Certified Financial Planner

Years of Experience

12 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

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

$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

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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 12 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2015 - Present (4 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.

This content was compiled from the SEC and FINRA.

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