Charley
Porter

Fidelity Personal And Workplace Advisors

CRD#4151177
Investment Advisor
in Boston, MA
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About this Advisor

Charley Porter is a certified financial planner operating in Boston, Massachusetts, with a total of 11 years of financial industry experience. Porter is an advisor for Fidelity Personal And Workplace Advisors. Throughout their career, they have worked at Merrill Lynch, Lpl Financial, Ridgeway & Conger Inc, Ridgeway Conger Advisory Services, Valic Financial Advisors, Fidelity Investments and Fidelity Personal And Workplace Advisors. Porter holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to operate in Texas. Fidelity Personal And Workplace Advisors is a business that has its headquarters in Boston, Massachusetts. The firm has offices in 25 locations and a total of 6,485 employees. It has $345 billion in total assets across its 858,130 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves seven charities and foundations. Of its 858,130 client accounts, 68% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm provides 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. Financial advisory fees usually vary depending on which services the firm provides the client. However, fees billed by Fidelity Personal And Workplace Advisors most likely consist of any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

11 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

Charley Porter Work History

Charley has 11 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2010 - Present (9 years)

Fidelity Investments

2010 - 2010 (< 1 year)

Ridgeway & Conger Inc

2010 - 2010 (< 1 year)

Ridgeway Conger Advisory Services

2010 - 2010 (< 1 year)

Valic Financial Advisors

2009 - 2010 (1 year)

Lpl Financial

2007 - 2009 (2 years)

Merrill Lynch

Disclosures

Charley Porter has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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