Edgar
Ramos

Fidelity Personal And Workplace Advisors

CRD#3175186
Investment Advisor
in Boston, MA
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About this Advisor

Edgar Ramos is a certified financial planner based in Boston, Massachusetts. Currently an investment advisor at Fidelity Personal And Workplace Advisors, they have accumulated 20 years of professional experience in the financial advisory industry. Ramos maintains Series 63 and Series 66 licenses, qualifying the advisor as a securities broker. Ramos can work with clients in Arizona and Texas. Throughout their career, they have worked at Fidelity Brokerage Services, Inc, E*Trade Securities LLC, E*Trade Capital Management LLC, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is based out of Boston, Massachusetts, and operates out of 25 brick-and-mortar locations across the nation. Overall, Fidelity Personal And Workplace Advisors oversees $345 billion in assets dispersed across 858,130 client accounts and retains more than 6,485 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 68% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Fidelity Personal And Workplace Advisors can offer 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, Series 66, 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

Edgar Ramos Work History

Edgar has 20 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2012 - Present (7 years)

Fidelity Brokerage Services LLC

2010 - 2012 (2 years)

E*Trade Securities LLC

2010 - 2012 (2 years)

E*Trade Capital Management LLC

1998 - 2010 (12 years)

Fidelity Brokerage Services, Inc

Disclosures

Edgar Ramos has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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