Charles
Hudelot

Fidelity Personal And Workplace Advisors

CRD#6520704
Investment Advisor
in Boston, MA

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About this Advisor

Charles Hudelot is an advisor who lives in Boston, Massachusetts. Currently a registered investment advisor at Fidelity Personal And Workplace Advisors, they have accumulated 10 years of professional experience as a financial advisor. Hudelot maintains a Series 66 license, which designates them as both a securities agent and an investment advisor representative. Hudelot can advise investors based out of Texas and Washington. Over the course of their career, Hudelot has held roles at Fidelity Brokerage Services LLC, Volusion LLC, Mandola'S Italian Market, St. Baron Industries and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is located in Boston, Massachusetts, and operates out of 1,138 additional locations in the nation. In total, Fidelity Personal And Workplace Advisors oversees $453 billion in assets across 1,038,219 client accounts and employs more than 8,158 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 29% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Fidelity Personal And Workplace Advisors offers 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 may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 66

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

$453,297,086,677

MA Average: $16,012,751,954
Total Number of Employees

8,158

MA Average: 118
Total Number of Accounts

1,038,219

MA Average: 4,567
Average Account Size

$436,610

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 Hudelot Work History

Charles has 10 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2015 - Present (5 years)

Fidelity Brokerage Services LLC

2011 - 2015 (4 years)

Volusion LLC

2010 - 2011 (1 year)

Mandola'S Italian Market

2010 - 2010 (< 1 year)

St. Baron Industries

Disclosures

Charles Hudelot has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Thomas Simons
Boston, MA
Kevin Boe
Naples, FL
Elliot Wiesen
Boston, MA
Daria Siegelman
Boston, MA
Penny Di Giovanna
Sarasota, FL
John Schultz
Boston, MA
Janelle Schultheis
Boston, MA
Deneen Zehr
Boston, MA

This content was compiled from the SEC and FINRA.

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