Daniel
Mcgovern

Fidelity Personal And Workplace Advisors

CRD#3122260
Investment Advisor
in Boston, MA
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About this Advisor

Daniel Mcgovern is a certified financial planner in Boston, Massachusetts. Currently a registered advisor with Fidelity Personal And Workplace Advisors, they have accrued 10 years of professional experience. Mcgovern has Series 63 and Series 65 licenses, which designate them as both a securities agent and an investment advisor representative. Mcgovern can serve investors in California. During their career, Mcgovern has held roles at Jpmorgan Chase Bank Na, Chase Investment Services Corp, Hsbc Bank (Usa) N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Hsbc Securities, Jpmorgan Chase, Fidelity Personal And Workplace Advisors, Polaris Greystone Financial Group, LLC and Fidelity Brokerage Services LLC. Fidelity Personal And Workplace Advisors is located in Boston, Massachusetts, and has 25 other offices throughout the country. As a company, Fidelity Personal And Workplace Advisors manages $345 billion in assets across 858,130 client accounts and employs more than 6,485 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 68% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. 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, Series 65, 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

Daniel Mcgovern Work History

Daniel has 10 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2017 - Present (2 years)

Fidelity Brokerage Services LLC

2015 - 2016 (1 years)

Polaris Greystone Financial Group, LLC

2010 - 2015 (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2009 - 2009 (0 years)

Jpmorgan Chase Bank Na

2009 - 2009 (0 years)

Chase Investment Services Corp

2009 - 2010 (1 years)

Hsbc Bank (Usa) N.A

2009 - 2010 (1 years)

Hsbc Securities

2008 - 2009 (1 years)

Jpmorgan Chase

Disclosures

Daniel Mcgovern has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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