Connor
Bacon

Fidelity Personal And Workplace Advisors

CRD#7467642
Investment Advisor
in Shrewsbury, MA

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About this Advisor

Connor Bacon is a financial advisor working in Shrewsbury, Massachusetts. Bacon is an advisor for Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Fidelity Investments, Adp, Boston College and Hudson High School. Bacon maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to work in Massachusetts and Texas. Fidelity Personal And Workplace Advisors is a registered investment company that has its headquarters in Boston, MA. The company has offices in 3,093 locations and a total of 13,507 people on staff. It oversees $653 billion in total assets across its 1,712,247 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 11 charities and foundations. Of its 1,712,247 customer accounts, 31% are held by high-net-worth clients who have more than $1 million in assets available to invest. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules depend on which services the firm provides the client. Fees charged by Fidelity Personal And Workplace Advisors can consist of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

less than 1 year

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

551 Boston Turnpike Suite 40
Shrewsbury, MA 01545

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

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

13,507

MA Average: 118
Total Number of Accounts

1,712,247

MA Average: 4,567
Average Account Size

$381,106

MA Average: $3,506,186

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

Connor Bacon Work History

Connor has been registered as a financial advisor for 0 years.*

2021 - Present (3 years)

Fidelity Investments

2019 - 2020 (1 year)

Adp

2015 - 2019 (4 years)

Boston College

2012 - 2015 (3 years)

Hudson High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Connor Bacon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fidelity Personal And Workplace Advisors

Nora Clifford
Greenbrae, CA
Elizabeth Muncie
Boston, MA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Laura Mccallum
Austin, TX
Michael Gefen
Fairfield, CT
Andrew Draluck
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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