Brian
Hutchings

Fidelity Personal And Workplace Advisors

CRD#4315464
Investment Advisor
in Boston, MA
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About this Advisor

Brian Hutchings is a certified financial planner who works out of Boston, Massachusetts, with a total of 19 years of financial industry experience. Hutchings is on the advisory team at Fidelity Personal And Workplace Advisors. Over the course of their career, they have held roles at Fidelity Personal And Workplace Advisors and Fidelity Investments. Hutchings holds a Series 63 license, which qualifies them as a securities broker, and can advise clients in Florida and Texas. Fidelity Personal And Workplace Advisors is a firm that has its headquarters in Boston, Massachusetts. The company has offices in 25 locations and a total of 6,485 financial advisors. It has $345 billion in total assets between its 858,130 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises seven charitable organizations. Of its 858,130 accounts, 68% belong to high-net-worth individuals who have greater than $1 million in investable assets. The firm offers 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. A financial advisor's fees typically depend on which services the firm provides the client. However, fees billed by Fidelity Personal And Workplace Advisors most likely consist of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

19 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 Hutchings Work History

Brian has 19 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

1999 - Present (20 years)

Fidelity Investments

Disclosures

Brian Hutchings has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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