Catherine
Schultz

Fidelity Personal And Workplace Advisors

CRD#5144598
Investment Advisor
in Boston, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Catherine Schultz is a certified financial planner located in Boston, Massachusetts. Currently an advisor with Fidelity Personal And Workplace Advisors, Schultz has 11 years of work experience. Schultz holds Series 66 and Series 63 licenses, certifying them as a securities agent. Schultz is able to advise clients based out of Colorado and Texas. Their career trajectory has included roles at Edward Jones, Advised Assets Group, Corestaff, Gwfs Equities, Inc, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is based out of Boston, Massachusetts, and operates out of 25 additional offices throughout the country. In aggregate, Fidelity Personal And Workplace Advisors oversees $338 billion in assets covering 914,878 accounts and employs more than 6,722 people. The firm's total assets under management makes it one of the largest investment advisory firms in the United States. 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 advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in investable 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's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 63, 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

Disclosures

No

Office Location

245 Summer Street, V2A
Boston, MA 02210

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Catherine Schultz Work History

Catherine has 12 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2015 - Present (5 years)

Fidelity Brokerage Services LLC

2011 - 2015 (4 years)

Gwfs Equities, Inc

2010 - 2010 (< 1 year)

Advised Assets Group

2010 - 2011 (1 year)

Corestaff

2008 - 2010 (2 years)

Edward Jones

Disclosures

Catherine Schultz has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Christopher Han
Boston, MA
Anthony Antinori
Boston, MA
Gabrielle D'Angelo
Farmington, MI
Ryan Osterloh
Boston, MA
Earnest Jackson
Boston, MA
Josh Botana
Roanoke, TX
Kevin Toohey
Boston, MA
Samuel Taylor
Mc Lean, VA

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started