Derrick
Shipp

Fidelity Personal And Workplace Advisors

CRD#2751974
Investment Advisor
in Boston, MA
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About this Advisor

Derrick Shipp is a certified financial planner whose office is in Boston, Massachusetts. Currently a registered financial advisor with Fidelity Personal And Workplace Advisors, Shipp has 19 years of work experience. Shipp has a Series 63 license, qualifying them as a securities representative. Shipp is registered to act as a financial advisor in Texas. Over the course of their career, Shipp has held roles at Fidelity Investments Institutional Services Company, Inc, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is based out of Boston, Massachusetts, and has 25 other brick-and-mortar locations in the country. As a registered investment advisory firm, Fidelity Personal And Workplace Advisors manages $345 billion in assets dispersed across 858,130 client accounts and employs more than 6,485 people. The amount of assets the firm manages places it among the biggest firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 68% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Fidelity Personal And Workplace Advisors offers 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 may charge clients asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

19 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

Derrick Shipp Work History

Derrick has 19 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2008 - Present (11 years)

Fidelity Brokerage Services LLC

1999 - Present (20 years)

Fidelity Investments Institutional Services Company, Inc

Disclosures

Derrick Shipp has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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