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 chartered financial analyst operating out of Boston, Massachusetts, with a total of 16 years in the industry. Dreispan is on the advisory team at Fidelity Personal And Workplace Advisors. Throughout their career, they have worked at Ernst & Young Investment Advisers Llp, Fidelity Personal And Workplace Advisors and Fidelity Brokerage Services LLC. Dreispan has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in New Jersey and Texas. Fidelity Personal And Workplace Advisors is a financial advisory business that has its headquarters in Boston, Massachusetts. The firm has offices in 25 locations and a total of 6,485 advisors. It administers $345 billion in total assets among its 858,130 accounts, making it one of the biggest firms in the nation by assets under management. The firm advises seven charities and foundations. Of its 858,130 client accounts, 68% belong to high-net-worth investors who have greater than $1 million in assets. The business has a diverse array 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. Fees charged by financial advisors are based on which services the firm provides the client. However, fee types billed by Fidelity Personal And Workplace Advisors likely include some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

16 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

Clifford Dreispan Work History

Clifford has 16 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2015 - Present (4 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.

This content was compiled from the SEC and FINRA.

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