Daniel
Field

Fidelity Personal And Workplace Advisors

CRD#5425574
Investment Advisor
in Boston, MA
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About this Advisor

Daniel Field is a certified financial planner whose office is in Boston, Massachusetts. Currently a registered financial advisor with Fidelity Personal And Workplace Advisors, Field has 10 years of professional experience as an investment advisor. Field maintains a Series 63 license, designating them as a securities representative. Field can advise investors based out of New Jersey and Texas. The advisor has gained experience at Masterworks Fiscal Advisors, Summit Financial Resources, Cadaret, Grant & Co., Inc, Securities America Inc, Fidelity Personal And Workplace Advisors, Jm Egan Wealth Advisors, LLC, Personal Cfo Solutions, LLC and Fidelity Brokerage Services LLC. Fidelity Personal And Workplace Advisors is located in Boston, Massachusetts, and operates out of 25 other locations throughout the United States. As a company, Fidelity Personal And Workplace Advisors oversees $345 billion in assets throughout 858,130 accounts and retains more than 6,485 people. The level of assets currently under the firm's management places it among the largest firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 68% of the investment firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. 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, 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

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

$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 Field Work History

Daniel has 10 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2017 - Present (2 years)

Fidelity Brokerage Services LLC

2016 - 2017 (1 year)

Personal Cfo Solutions, LLC

2015 - 2016 (1 year)

Securities America Inc

2015 - 2016 (1 year)

Jm Egan Wealth Advisors, LLC

2014 - 2015 (1 year)

Masterworks Fiscal Advisors

2014 - 2015 (1 year)

Cadaret, Grant & Co., Inc

2008 - 2014 (6 years)

Summit Financial Resources

Disclosures

Daniel Field has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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