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 operating out of Boston, Massachusetts, who has been in the financial industry for 11 years. Durand is on the advisory team at Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Transamerica Financial Advisors, Inc, Transamerica Insurance Investment Group, Fidelity Brokerage Services LLC, Legacyshield and Fidelity Personal And Workplace Advisors. Durand maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in California and Texas. Fidelity Personal And Workplace Advisors is a firm that has its headquarters in Boston, Massachusetts. The investment advisory business has offices in 25 locations and a total of 6,722 people on staff. It handles $338 billion in assets among its 914,878 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to eight charities and foundations. Of its 914,878 accounts, 24% belong to high-net-worth investors who have at least $1 million in assets available to invest. Fidelity Personal And Workplace Advisors has a wide range 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. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fee types billed by Fidelity Personal And Workplace Advisors likely include asset-based and fixed fees.

Certifications and Registrations

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

Years of Experience

12 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

Claire Durand Work History

Claire has 12 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2017 - Present (3 years)

Fidelity Brokerage Services LLC

2016 - 2017 (1 year)

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.

Financial Advisors at Fidelity Personal And Workplace Advisors

Kara Hohnecker
Boston, MA
Tobe Mccann
Boston, MA
Eric Callahan
Boston, MA
Lauren Campbell
Houston, TX
Michael Verroi
Boston, MA
Austin Johnson
Boston, MA
James Gignac
Boston, MA
Gabrielle D'Angelo
Farmington, MI

This content was compiled from the SEC and FINRA.

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