Daniel
Johnson

Fidelity Personal And Workplace Advisors

CRD#2206195
Investment Advisor
in Boston, MA
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About this Advisor

Daniel Johnson is a certified financial planner working out of Boston, Massachusetts, who has 12 years of work experience. Johnson is an advisor for Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Us Bank, Fidelity Investments and Fidelity Personal And Workplace Advisors. Johnson maintains Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. Fidelity Personal And Workplace Advisors is a firm based out of Boston, Massachusetts. The investment advisory business has offices in 25 locations and a total of 6,485 financial advisors. It has $345 billion in total assets between its 858,130 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves seven charities and foundations. Of its 858,130 accounts, 68% belong to high-net-worth clients who have greater than $1 million in assets. Fidelity Personal And Workplace Advisors provides a number 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 depend on which services the firm provides the client. However, fee types billed by Fidelity Personal And Workplace Advisors most likely include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66, Certified Financial Planner

Years of Experience

12 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 Johnson Work History

Daniel has 12 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2011 - Present (8 years)

Fidelity Investments

2006 - 2011 (5 years)

Us Bank

Disclosures

Daniel Johnson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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