Claire
Durand

Fidelity Personal And Workplace Advisors

CRD#3046363
Investment Advisor
in Boston, MA
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About this Advisor

Claire Durand is a certified financial planner and chartered financial consultant based out of Boston, Massachusetts, who has been in the financial industry for 10 years. Durand is an advisor for Fidelity Personal And Workplace Advisors. During their career, Durand has held roles at Transamerica Financial Advisors, Inc, Transamerica Insurance Investment Group, Fidelity Personal And Workplace Advisors, Fidelity Brokerage Services LLC and Legacyshield. Durand holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in California and Texas. Fidelity Personal And Workplace Advisors is a registered investment firm that has its headquarters in Boston, Massachusetts. The company has offices in 25 locations and a total of 6,485 people on staff. It controls $345 billion in total assets among its 858,130 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to seven charitable organizations. Of its 858,130 accounts, 68% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors has a diverse assortment of services, such as 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 fee schedules typically depend on the services provided. Fee types charged by Fidelity Personal And Workplace Advisors can include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

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, Others

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

$344,922,585,757

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

6,485

MA Average: 118
Total Number of Accounts

858,130

MA Average: 4,567
Average Account Size

$401,947

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

Claire Durand Work History

Claire has 10 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2017 - Present (2 years)

Fidelity Brokerage Services LLC

2016 - 2017 (1 years)

Legacyshield

2009 - 2015 (6 years)

Transamerica Financial Advisors, Inc

2008 - 2015 (7 years)

Transamerica Insurance Investment Group

Disclosures

Claire Durand has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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