Catherine
Schultz

Fidelity Personal And Workplace Advisors

CRD#5144598
Investment Advisor
in Boston, MA
Are you Catherine Schultz? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Catherine Schultz is a certified financial planner operating in Boston, Massachusetts, who has been in the financial industry for 10 years. Schultz works at Fidelity Personal And Workplace Advisors. 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. Schultz maintains Series 66 and Series 63 licenses, which qualify them as a securities broker, and can serve investors in Colorado and Texas. Fidelity Personal And Workplace Advisors is an advisory business operating in Boston, Massachusetts. The company has offices in 25 locations and a total of 6,485 financial advisors. It administers $345 billion in assets under management between its 858,130 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advice to seven charitable organizations. Of its 858,130 accounts, 68% are associated with high-net-worth investors who have greater than $1 million in assets. The firm has a number of services, including 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 charged by financial advisors usually depend on which services the firm provides the client. However, fees charged by Fidelity Personal And Workplace Advisors can include any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Series 63, Certified Financial Planner

Years of Experience

10 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 10 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2015 - Present (4 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.

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