Clyde
Mauger

Fidelity Personal And Workplace Advisors

CRD#2783691
Investment Advisor
in Boston, MA
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About this Advisor

Clyde Mauger is a certified financial planner whose office is in Boston, Massachusetts. Currently an investment advisor at Fidelity Personal And Workplace Advisors, Mauger has 16 years of practice in the financial advisory industry. Mauger holds Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Mauger can advise clients based out of Pennsylvania. During their career, Mauger has held roles at Fidelity Personal And Workplace Advisors, Fidelity Brokerage Services LLC, Strategic Advisers, Schiavi & Company, LLC and Horan Capital Management, LLC. Fidelity Personal And Workplace Advisors is located in Boston, Massachusetts, and has 25 additional locations across the nation. In aggregate, Fidelity Personal And Workplace Advisors manages $345 billion in assets across 858,130 accounts and employs more than 6,485 people. The firm's total assets under management places it among the largest firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 68% of the firm's customers 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, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

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

Clyde Mauger Work History

Clyde has 16 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2015 - Present (4 years)

Fidelity Brokerage Services LLC

2014 - 2015 (1 years)

Horan Capital Management, LLC

2012 - 2014 (2 years)

Schiavi & Company, LLC

2002 - 2011 (9 years)

Fidelity Brokerage Services LLC

2002 - 2011 (9 years)

Strategic Advisers

Disclosures

Clyde Mauger has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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