Elizabeth
Muncie

Fidelity Personal And Workplace Advisors

CRD#5153442
Investment Advisor
in Boston, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Elizabeth Muncie is a financial advisor who works out of Boston, Massachusetts with 5 years of industry experience. Muncie is currently employed by Fidelity Personal And Workplace Advisors. Over the course of their career, Muncie has held roles at Third Rock Events, Elab Communications, H&R Block, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Muncie holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in California and Texas. Fidelity Personal And Workplace Advisors is a financial advisory company operating out of Boston, MA. The company has offices in 3,093 locations and a total of 13,507 financial advisors. It handles $653 billion in assets among its 1,712,247 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 11 charities and foundations. Of its 1,712,247 client accounts, 31% belong to high-net-worth individuals who have at least $1 million in assets. The company offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advice vary depending on the type of services. However, fee types charged by Fidelity Personal And Workplace Advisors likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

5 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

Fee Structure

Percentage of Assets, Fixed Fees

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

$652,548,367,853

MA Average: $16,012,751,954
Total Number of Employees

13,507

MA Average: 118
Total Number of Accounts

1,712,247

MA Average: 4,567
Average Account Size

$381,106

MA Average: $3,506,186

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

Elizabeth Muncie Work History

Elizabeth has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Fidelity Personal And Workplace Advisors

2014 - Present (10 years)

Fidelity Brokerage Services LLC

2014 - 2014 (< 1 year)

H&R Block

2013 - 2013 (< 1 year)

Third Rock Events

2013 - 2014 (1 year)

Elab Communications

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Elizabeth Muncie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fidelity Personal And Workplace Advisors

Elizabeth Muncie
Boston, MA
Mirko Pefaure
Bethesda, MD
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Sean Sanders
Boston, MA
Michael Gefen
Fairfield, CT
Andrew Draluck
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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

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