Douglas
Mouser

Fidelity Personal And Workplace Advisors

CRD#3070116
Investment Advisor
in Boston, MA

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About this Advisor

Douglas Mouser is a certified financial planner operating out of Boston, Massachusetts, who has been in the advisory business for 19 years. Mouser is an advisor for Fidelity Personal And Workplace Advisors. Mouser has gained experience at Fbsi and Fidelity Personal And Workplace Advisors. Mouser has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Illinois. Fidelity Personal And Workplace Advisors is a business that has its headquarters in Boston, Massachusetts. It has offices in 25 locations and a total of 6,722 people on staff. It administers $338 billion in assets under management across its 914,878 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to eight charities and foundations. Of its 914,878 customer accounts, 24% belong to high-net-worth investors who have at least $1 million in assets. Fidelity Personal And Workplace Advisors performs a number 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 for financial management typically depend on which services the firm provides the client. However, fees billed by Fidelity Personal And Workplace Advisors can be comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

20 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

Douglas Mouser Work History

Douglas has 20 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2000 - Present (20 years)

Fbsi

Disclosures

Douglas Mouser has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

David Motola
Boston, MA
Saunie Darlington
Boston, MA
Jennifer Lake
Dallas, TX
Cole Bridges
Boston, MA
Andrew Meade
Boston, MA
Gabrielle D'Angelo
Farmington, MI
Sam Grosser
Miami, FL
Soojin Hwang
Portland, OR

This content was compiled from the SEC and FINRA.

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