Bryan
Hwang

Fidelity Personal And Workplace Advisors

CRD#5548415
Investment Advisor
in Boston, MA
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About this Advisor

Bryan Hwang is a certified financial planner in Boston, Massachusetts. Currently a registered financial advisor at Fidelity Personal And Workplace Advisors, they have accrued 13 years of professional experience in the financial advisory industry. Hwang holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Hwang is able to act as a financial advisor in Texas. Over the course of their career, Hwang has held roles at The George Washington University, Edward Jones, Fidelity Investments and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is based out of Boston, Massachusetts, and operates out of 25 additional locations in the United States. In aggregate, Fidelity Personal And Workplace Advisors manages $345 billion in assets throughout 858,130 accounts and retains more than 6,485 people. The firm's total assets under management 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 makes all of the buying and selling decisions on the client's behalf. Currently 68% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Fidelity Personal And Workplace Advisors can offer 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, Certified Financial Planner

Years of Experience

13 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

Yes

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

Bryan Hwang Work History

Bryan has 13 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2010 - Present (9 years)

Fidelity Investments

2009 - 2010 (1 years)

Edward Jones

2005 - 2009 (4 years)

The George Washington University

Disclosures

Bryan Hwang has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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