Bryan
Sabalvaro

Fidelity Personal And Workplace Advisors

CRD#5959740
Investment Advisor
in Boston, MA
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About this Advisor

Bryan Sabalvaro is a certified financial planner operating out of Boston, Massachusetts, who has been in the financial industry for 11 years. Sabalvaro is an employee of Fidelity Personal And Workplace Advisors. Over the course of their career, Sabalvaro has held roles at Wells Fargo Advisors LLC, Lowes Home Improvement, Humanities Research Institute, Merrill Lynch, Pierce, Fenner & Smith Inc, Td Ameritrade, Wells Fargo Bank, N.A, Bank Of America, N.A, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Sabalvaro maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to operate in California. Fidelity Personal And Workplace Advisors is a financial advisory firm based in Boston, Massachusetts. It has offices in 25 locations and a total of 6,485 employees. It administers $345 billion in assets under management among its 858,130 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to seven charities and foundations. Of its 858,130 client accounts, 68% are associated with high-net-worth clients who have greater than $1 million in investable assets. The business offers a wide set 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. Fees for financial management usually vary depending on the type of services. However, fees charged by Fidelity Personal And Workplace Advisors can be comprised of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

11 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

Bryan Sabalvaro Work History

Bryan has 11 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2016 - Present (3 years)

Fidelity Brokerage Services LLC

2013 - 2016 (3 years)

Bank Of America, N.A

2012 - 2016 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - 2012 (< 1 year)

Td Ameritrade

2011 - 2012 (1 year)

Wells Fargo Advisors LLC

2010 - 2012 (2 years)

Wells Fargo Bank, N.A

2009 - 2009 (< 1 year)

Lowes Home Improvement

2009 - 2010 (1 year)

Humanities Research Institute

Disclosures

Bryan Sabalvaro has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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