David
Whitfield

Fidelity Personal And Workplace Advisors

CRD#4123308
Investment Advisor
in Boston, MA
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About this Advisor

David Whitfield is a certified financial planner operating out of Boston, Massachusetts, who has 10 years of experience as a financial advisor. Whitfield currently works for Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Chase Investment Services Corp, Charles Schwab & Co, Charles Schwab Bank, Fidelity Investments and Fidelity Personal And Workplace Advisors. Whitfield holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to work in Kentucky and Texas. Fidelity Personal And Workplace Advisors is an advisory business operating out of Boston, Massachusetts. It has offices in 25 locations and a total of 6,485 employees. It administers $345 billion in assets under management among its 858,130 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to seven charitable organizations. Of its 858,130 client accounts, 68% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Fidelity Personal And Workplace Advisors provides a broad range of services, such as 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 for financial management vary depending on the services. Fees charged by Fidelity Personal And Workplace Advisors can be comprised of any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, 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

David Whitfield Work History

David has 10 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2011 - Present (8 years)

Fidelity Investments

2009 - 2011 (2 years)

Charles Schwab & Co

2009 - 2011 (2 years)

Charles Schwab Bank

2008 - 2009 (1 year)

Chase Investment Services Corp

Disclosures

David Whitfield has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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