Emilio
Lapietra

Fidelity Personal And Workplace Advisors

CRD#5876518
Investment Advisor
in Boston, MA
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About this Advisor

Emilio Lapietra is a certified financial planner working out of Boston, Massachusetts, who has been in the industry for 18 years. Lapietra is an employee of Fidelity Personal And Workplace Advisors. During their career, Lapietra has held roles at Morgan Stanley Smith Barney, High School/College, Merrill Lynch, Pierce, Fenner & Smith Inc, Atec Group, College Of St Rose, Bank Of America, N.A, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Lapietra maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Massachusetts. Fidelity Personal And Workplace Advisors is a business that has its headquarters in Boston, Massachusetts. The investment advisory business has offices in 25 locations and a total of 6,485 people on staff. It administers $345 billion in total assets across its 858,130 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves seven charities and foundations. Of its 858,130 client accounts, 68% belong to high-net-worth investors who have more than $1 million in assets. The advisory firm provides 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 charged by financial advisors usually are based on which services the firm provides the client. However, fee types billed by Fidelity Personal And Workplace Advisors likely are comprised of any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 66, 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

No

Office Location

245 Summer Street, V2A
Boston, MA 02210

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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

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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

Emilio Lapietra Work History

Emilio has 18 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2013 - Present (6 years)

Fidelity Brokerage Services LLC

2012 - 2013 (1 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - 2013 (1 years)

Bank Of America, N.A

2010 - 2012 (2 years)

Morgan Stanley Smith Barney

2009 - 2010 (1 years)

Atec Group

2004 - 2009 (5 years)

College Of St Rose

2000 - 2009 (9 years)

High School/College

Disclosures

Emilio Lapietra has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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