Douglas
Mouser

Fidelity Personal And Workplace Advisors

CRD#3070116
Investment Advisor
in Boston, MA
Are you Douglas Mouser? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Douglas Mouser is a certified financial planner operating in Boston, Massachusetts, who has been in the industry for 18 years. Mouser is an employee of Fidelity Personal And Workplace Advisors. Throughout their career, Mouser has worked at Fbsi and Fidelity Personal And Workplace Advisors. Mouser maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Illinois. Fidelity Personal And Workplace Advisors is a financial advisory company that has its headquarters in Boston, Massachusetts. It has offices in 25 locations and a total of 6,485 employees. It oversees $345 billion in assets under management among its 858,130 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to seven charitable organizations. Of its 858,130 customer accounts, 68% belong to high-net-worth clients who have at least $1 million in investable assets. Fidelity Personal And Workplace Advisors offers a wide array 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 typically are based on which services are provided. Fee types charged by Fidelity Personal And Workplace Advisors may include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

18 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

Yes

Office Location

245 Summer Street, V2A
Boston, MA 02210

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Douglas Mouser Work History

Douglas has 18 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2000 - Present (19 years)

Fbsi

Disclosures

Douglas Mouser has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started