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 whose office is in Boston, Massachusetts. Currently a registered advisor at Fidelity Personal And Workplace Advisors, they have accrued 10 years of practice in the financial advisory industry. Sabalvaro holds Series 63 and Series 66 licenses, qualifying them as a securities broker. Sabalvaro is registered to work with customers in California. Throughout their career, they have worked at Wells Fargo Advisors LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Td Ameritrade, Wells Fargo Bank, N.A, Humanities Research Institute, Bank Of America, N.A, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is headquartered in Boston, Massachusetts, and has 25 other offices across the country. As a company, Fidelity Personal And Workplace Advisors manages $338 billion in assets covering 914,878 client accounts and retains more than 6,722 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 24% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Fidelity Personal And Workplace Advisors can provide 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's fees may include asset-based and fixed 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 (2 years)

Fidelity Personal And Workplace Advisors

2016 - Present (4 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 - 2010 (1 year)

Humanities Research Institute

Disclosures

Bryan Sabalvaro has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Victor Price
Boston, MA
Cornel Catrina
Boston, MA
Andrew Kazanowski
Boston, MA
Lauren Campbell
Houston, TX
Jeffrey Sherman
Jacksonville, FL
Andrew Meade
Boston, MA
Justin Kreitel
Boston, MA
Saunie Darlington
Boston, MA

This content was compiled from the SEC and FINRA.

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