Clifford
Dreispan

Fidelity Personal And Workplace Advisors

CRD#1477083
Investment Advisor
in Boston, MA

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About this Advisor

Clifford Dreispan is a financial advisor located in Boston, Massachusetts. Currently an advisor at Fidelity Personal And Workplace Advisors, they have gathered 17 years of professional experience in the financial advisory industry. Dreispan holds Series 65 and Series 63 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Dreispan is registered to work with investors in New Jersey and Texas. Their career trajectory has included roles at Ernst & Young Investment Advisers Llp, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is based out of Boston, Massachusetts, and has 25 locations in the United States. Overall, Fidelity Personal And Workplace Advisors manages $338 billion in assets across 914,878 accounts and employs more than 6,722 people. The firm's total assets under management makes it one of the largest firms in the country. 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 advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. 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 65, Series 63, Chartered Financial Analyst

Years of Experience

18 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

Clifford Dreispan Work History

Clifford has 18 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2015 - Present (5 years)

Fidelity Brokerage Services LLC

2002 - 2015 (13 years)

Ernst & Young Investment Advisers Llp

Disclosures

Clifford Dreispan has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

David Motola
Boston, MA
Saunie Darlington
Boston, MA
Jennifer Lake
Dallas, TX
Cole Bridges
Boston, MA
Andrew Meade
Boston, MA
Gabrielle D'Angelo
Farmington, MI
Sam Grosser
Miami, FL
Soojin Hwang
Portland, OR

This content was compiled from the SEC and FINRA.

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