Eric
Moriarty

Fidelity Personal And Workplace Advisors

CRD#6426512
Investment Advisor
in Shrewsbury, MA

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About this Advisor

Eric Moriarty is a financial advisor based in Shrewsbury, Massachusetts, working with Fidelity Personal And Workplace Advisors. Eric has previously held positions at Fidelity Brokerage Services LLC, American Income Life Insurance Company, Pawtree, and Fidelity Personal And Workplace Advisors. Eric has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Massachusetts, New Hampshire, and Texas. Currently, Eric is part of Fidelity Personal And Workplace Advisors, which operates out of Shrewsbury, Massachusetts. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 63

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

551 Boston Turnpike Suite 40
Shrewsbury, MA 01545

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$818,776,100,963

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

15,424

MA Average: 118
Total Number of Accounts

1,991,043

MA Average: 4,567
Average Account Size

$411,230

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

Eric Moriarty Work History

2018 - Present (6 years)

Fidelity Personal And Workplace Advisors

2014 - Present (10 years)

Fidelity Brokerage Services LLC

2014 - 2014 (< 1 year)

Pawtree

2013 - 2014 (1 year)

American Income Life Insurance Company

Disclosures

Please visit the SEC profile of Eric Moriarty 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

Daniel Onorato
New York, NY
Dustin Hunt
Indianapolis, IN
Trevor Hopkins
Minneapolis, MN
Laurie Webb
Chicago, IL
Natalia Styburski
New York, NY
Maegan Citron
Charlotte, NC
Alexander Fidler
Salt Lake City, UT
J Tyler Keith
Englewood, CO

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