Bryan
Albaugh

Fidelity Personal And Workplace Advisors

CRD#6452938
Investment Advisor
in Boston, MA

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About this Advisor

Bryan Albaugh is an advisor who is based out of Boston, Massachusetts. Currently a registered investment advisor with Fidelity Personal And Workplace Advisors, Albaugh has 10 years of work experience. Albaugh maintains Series 63 and Series 66 licenses, which certify the advisor as a securities agent. Albaugh is registered to act as a financial advisor in Colorado and Texas. Throughout their career, they have worked at Fidelity Brokerage Services LLC, Lyons Lawn And Landscaping, Big Mouth Snack, University Of Colorado At Boulder, United States Air Force Academy and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is based out of Boston, Massachusetts, and operates out of 1,138 brick-and-mortar locations in the United States. As a registered investment firm, Fidelity Personal And Workplace Advisors manages $453 billion in assets covering 1,038,219 client accounts and retains more than 8,158 people. The amount of assets the firm manages places it among the largest investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 29% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in 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 and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

$453,297,086,677

MA Average: $16,012,751,954
Total Number of Employees

8,158

MA Average: 118
Total Number of Accounts

1,038,219

MA Average: 4,567
Average Account Size

$436,610

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

Bryan Albaugh Work History

Bryan has 10 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2015 - Present (5 years)

Fidelity Brokerage Services LLC

2014 - 2014 (< 1 year)

Lyons Lawn And Landscaping

2011 - 2014 (3 years)

Big Mouth Snack

2010 - 2014 (4 years)

University Of Colorado At Boulder

2010 - 2010 (< 1 year)

United States Air Force Academy

Disclosures

Bryan Albaugh has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Lauren Hinton
Englewood, CO
Meghan Snouffer
Boston, MA
James Woodall
Roanoke, TX
Julie Miller
Denver, CO
Stephanie Spyres
San Antonio, TX
Shane Cohen
Englewood, CO
Rodolfo Aquino
Boston, MA
Thomas Muscarella
Burbank, CA

This content was compiled from the SEC and FINRA.

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