Emilio
Lapietra

Fidelity Personal And Workplace Advisors

CRD#5876518
Investment Advisor
in Boston, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Emilio Lapietra is a certified financial planner in Boston, Massachusetts. Currently a registered investment advisor with Fidelity Personal And Workplace Advisors, they have accumulated 10 years of professional experience in the financial advisory industry. Lapietra has a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Lapietra can serve investors in Massachusetts. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Morgan Stanley Smith Barney, Atec Group, Bank Of America, N.A, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is headquartered in Boston, Massachusetts, and operates out of 25 other brick-and-mortar locations in the nation. In total, Fidelity Personal And Workplace Advisors oversees $338 billion in assets across 914,878 accounts and employs more than 6,722 people. The firm's total assets under management makes it one of the largest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 24% of the firm's clients are high-net-worth individuals, meaning they have more 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 and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 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

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

$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

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

Emilio Lapietra Work History

Emilio has 11 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2013 - Present (7 years)

Fidelity Brokerage Services LLC

2012 - 2013 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - 2013 (1 year)

Bank Of America, N.A

2010 - 2012 (2 years)

Morgan Stanley Smith Barney

2009 - 2010 (1 year)

Atec Group

Disclosures

Emilio Lapietra has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Jacob Streeter
Boston, MA
Trent Williams
Boston, MA
Darius Mcmillan
Alexandria, VA
David Motola
Boston, MA
Justin Kreitel
Boston, MA
Joshua Hardtke
Boston, MA
Eric Callahan
Boston, MA
Michael Verroi
Boston, MA

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