Charles
Byron

Fidelity Personal And Workplace Advisors

CRD#3027426
Investment Advisor
in Boston, MA
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About this Advisor

Charles Byron is a certified financial planner working out of Boston, Massachusetts, who has 10 years of professional experience. Byron is on the advisory team at Fidelity Personal And Workplace Advisors. Throughout their career, Byron has worked at 1St Global Capital Corp, Southwest Securities, Inc, 1St Global Advisors, Inc, Alloy Silverstein Financial Services, 1St Global Insurance Services, Inc, Trusted Global Advisors, LLC, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Byron has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to serve investors in New Jersey and Texas. Fidelity Personal And Workplace Advisors is a financial advisory firm based out of Boston, Massachusetts. It has offices in 25 locations and a total of 6,485 people on staff. It controls $345 billion in assets under management across its 858,130 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises seven charitable organizations. Of its 858,130 customer accounts, 68% are held by high-net-worth investors who have more than $1 million in assets available to invest. The firm performs 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 for financial advice typically vary depending on the services. Fees billed by Fidelity Personal And Workplace Advisors most likely include some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, 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

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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

Charles Byron Work History

Charles has 10 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2015 - Present (4 years)

Fidelity Brokerage Services LLC

2014 - 2015 (1 year)

1St Global Capital Corp

2014 - 2015 (1 year)

Trusted Global Advisors, LLC

2014 - 2015 (1 year)

1St Global Insurance Services, Inc

2009 - 2014 (5 years)

1St Global Capital Corp

2009 - 2014 (5 years)

1St Global Advisors, Inc

2009 - 2014 (5 years)

Alloy Silverstein Financial Services

2009 - 2014 (5 years)

1St Global Insurance Services, Inc

2008 - 2008 (< 1 year)

Southwest Securities, Inc

Disclosures

Charles Byron has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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