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 whose office is in Boston, Massachusetts. Currently a registered investment advisor at Fidelity Personal And Workplace Advisors, they have accumulated 10 years of experience in the financial advisory industry. Porter holds Series 63 and Series 66 licenses, designating them as a securities representative. Porter is registered to operate in Texas. Porter has gained experience at Lpl Financial, Ridgeway & Conger Inc, Ridgeway Conger Advisory Services, Valic Financial Advisors, Fidelity Investments and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is based out of Boston, Massachusetts, and operates out of 25 additional brick-and-mortar locations in the United States. Overall, Fidelity Personal And Workplace Advisors oversees $338 billion in assets covering 914,878 accounts and retains more than 6,722 people. The level of assets currently under the firm's management places it among the largest firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 24% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Fidelity Personal And Workplace Advisors can provide 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 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 (2 years)

Fidelity Personal And Workplace Advisors

2010 - Present (10 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

Disclosures

Charley Porter has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Jordan Scott
Salt Lake City, UT
Trent Williams
Boston, MA
Joel Kelley
Merrimack, NH
Justin Kreitel
Boston, MA
Russell Jeanis
Boston, MA
David Motola
Boston, MA
Justin Syers
Boston, MA
Jeffrey Jackson
Englewood, CO

This content was compiled from the SEC and FINRA.

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