Caitlin
West

Fidelity Personal And Workplace Advisors

CRD#5037781
Investment Advisor
in Boston, MA
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About this Advisor

Caitlin West is a certified financial planner who works in Boston, Massachusetts, who has been in the advisory business for 12 years. West is currently employed by Fidelity Personal And Workplace Advisors. The advisor has gained experience at Kls Advisors, Merrill Lynch Pierce Fenner & Smith, Student, Fidelity Personal And Workplace Advisors, Harvard University Extension School, St. Joseph'S College Of Maine, Gitterman Wealth Management, LLC, First Republic Investment Management, Inc, First Republic Securities Company, LLC and Demeter Professional Advisors Group. West maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in New Jersey. Fidelity Personal And Workplace Advisors is a registered investment company operating out of Boston, Massachusetts. It has offices in 25 locations and a total of 6,485 advisors. It controls $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 provides financial advice to seven charities and foundations. Of its 858,130 accounts, 68% are associated with high-net-worth clients who have at least $1 million in investable assets. The company provides 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 largely vary depending on which services the firm provides the client. Fees charged by Fidelity Personal And Workplace Advisors may include some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 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

Caitlin West Work History

Caitlin has 12 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2018 - 2018 (0 years)

First Republic Investment Management, Inc

2018 - 2018 (0 years)

First Republic Securities Company, LLC

2018 - Present (1 years)

Fidelity Brokerage Services LLC

2017 - 2017 (0 years)

Demeter Professional Advisors Group

2013 - 2017 (4 years)

Gitterman Wealth Management, LLC

2012 - 2012 (0 years)

Kls Advisors

2012 - 2013 (1 years)

Student

2011 - 2011 (0 years)

St. Joseph'S College Of Maine

2007 - 2011 (4 years)

Merrill Lynch Pierce Fenner & Smith

2006 - 2009 (3 years)

Harvard University Extension School

Disclosures

Caitlin West has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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