David
Schwarzkopf

Fidelity Personal And Workplace Advisors

CRD#3071482
Investment Advisor
in Boston, MA

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About this Advisor

David Schwarzkopf is a certified financial planner working in Boston, Massachusetts, who has been in the industry for 13 years. Schwarzkopf is an advisor for Fidelity Personal And Workplace Advisors. Over the course of their career, they have held roles at Suntrust Bank, Suntrust Investment Services, Inc, Fidelity Investments and Fidelity Personal And Workplace Advisors. Schwarzkopf holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Georgia, North Carolina and South Carolina. Fidelity Personal And Workplace Advisors is a financial advisory business based out of Boston, Massachusetts. The firm has offices in 25 locations and a total of 6,722 financial advisors. It manages $338 billion in total assets between its 914,878 accounts, placing it among the biggest firms in the country by assets under management. The firm advises eight charities and foundations. Of its 914,878 client accounts, 24% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm has a diverse array 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. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fees billed by Fidelity Personal And Workplace Advisors likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 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

David Schwarzkopf Work History

David has 14 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2010 - Present (10 years)

Fidelity Investments

2010 - 2010 (< 1 year)

Suntrust Investment Services, Inc

2006 - 2010 (4 years)

Suntrust Bank

Disclosures

David Schwarzkopf has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

David Motola
Boston, MA
Asena Seven
Boston, MA
John Schultz
Boston, MA
Eric Callahan
Boston, MA
Sarah Sherman
Boston, MA
Michael Verroi
Boston, MA
Kassi Ferrell
Boston, MA

This content was compiled from the SEC and FINRA.

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