Gianni
Valentini
Fidelity Personal And Workplace Advisors
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About this Advisor
Gianni Valentini is a financial advisor based in Cambridge, Massachusetts, working with Fidelity Personal And Workplace Advisors. Gianni has previously held positions at Lifespan, Briarwood Meadows Corp, Gurneys Newport Resort And Marina, Whalerock Point Partners LLC, Fidelity Investments, Moses Brown High School, and Trinity College. Gianni has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts and Texas. Currently, Gianni is part of Fidelity Personal And Workplace Advisors, which operates out of Cambridge, 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
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
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
Gianni Valentini Work History
Fidelity Investments
Whalerock Point Partners LLC
Gurneys Newport Resort And Marina
Briarwood Meadows Corp
Trinity College
Lifespan
Moses Brown High School
Disclosures
Please visit the SEC profile of Gianni Valentini to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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