Cory
Niver

Fidelity Personal And Workplace Advisors

CRD#4918248
Investment Advisor
in Boston, MA
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About this Advisor

Cory Niver is a certified financial planner working in Boston, Massachusetts, who has been in the industry for 10 years. Niver is on the advisory team at Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Usaa Financial Advisors Inc, Chase Investments, Usaa Financial Planning Services, Fidelity Personal And Workplace Advisors, Learnvest Planning Services, LLC and Fidelity Brokerage Services LLC. Niver has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to advise clients in Arizona and Texas. Fidelity Personal And Workplace Advisors is a financial advisory company that has its headquarters in Boston, Massachusetts. The company has offices in 25 locations and a total of 6,485 advisors. It oversees $345 billion in assets under management across its 858,130 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to seven charities and foundations. Of its 858,130 customer accounts, 68% are associated with high-net-worth clients who have at least $1 million in assets. The business provides a diverse assortment 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 usually are based on which services the firm provides the client. Fees billed by Fidelity Personal And Workplace Advisors may include some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 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

Cory Niver Work History

Cory has 10 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2014 - Present (5 years)

Fidelity Brokerage Services LLC

2013 - 2014 (1 years)

Learnvest Planning Services, LLC

2010 - 2013 (3 years)

Usaa Financial Advisors Inc

2010 - 2013 (3 years)

Usaa Financial Planning Services

2008 - 2010 (2 years)

Chase Investments

Disclosures

Cory Niver has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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