Daniel
Connelly

Fidelity Personal And Workplace Advisors

CRD#2842459
Investment Advisor
in Boston, MA
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About this Advisor

Daniel Connelly is a certified financial planner who works out of Boston, Massachusetts, who has 10 years in the industry. Connelly works at Fidelity Personal And Workplace Advisors. Throughout their career, they have worked at Fidelity Investments, New England Securities, Pilleum, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Connelly holds a Series 63 license, qualifying them as a securities broker, and is able to operate in New Hampshire and Texas. Fidelity Personal And Workplace Advisors is a business that has its headquarters in Boston, Massachusetts. The investment advisory business has offices in 25 locations and a total of 6,485 financial advisors. It controls $345 billion in total assets between its 858,130 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises seven charities and foundations. Of its 858,130 customer accounts, 68% are held by high-net-worth investors who have greater than $1 million in assets. The company offers a diverse range 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. Financial advisory fees usually depend on which service is offered. However, fees charged by Fidelity Personal And Workplace Advisors likely consist of some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, 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

Disclosures

Yes

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

Daniel Connelly Work History

Daniel has 10 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2014 - Present (5 years)

Fidelity Brokerage Services LLC

2013 - 2014 (1 year)

Pilleum

2012 - 2013 (1 year)

New England Securities

2008 - 2011 (3 years)

Fidelity Investments

Disclosures

Daniel Connelly has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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