Gordon
Fair

Fidelity Personal And Workplace Advisors

CRD#1229868
Investment Advisor
in Boston, MA
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About this Advisor

Gordon Fair is a certified financial planner in Boston, Massachusetts. Currently an advisor with Fidelity Personal And Workplace Advisors, they have gathered 13 years of professional experience as a financial advisor. Fair maintains Series 63, Series 65 and Series 66 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Fair can work with investors in South Carolina and Texas. The advisor has gained experience at Mainsource Investment Services, Chase Investment Services Corp, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Valic Financial Advisors, Pnc Investments, Allstate Insurance Co, Principal Life Insurance Company, Princor Financial Services Corporation and Fidelity Brokerage Services LLC. Fidelity Personal And Workplace Advisors is based out of Boston, Massachusetts, and has 25 other locations across the country. In total, Fidelity Personal And Workplace Advisors oversees $345 billion in assets across 858,130 accounts and retains more than 6,485 people. The firm's total assets under management places it among the biggest financial advisory firms in the nation. 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 68% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Fidelity Personal And Workplace Advisors can offer 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, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66, Certified Financial Planner

Years of Experience

13 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

Yes

Office Location

245 Summer Street, V2A
Boston, MA 02210

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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

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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

Gordon Fair Work History

Gordon has 13 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2015 - Present (4 years)

Fidelity Brokerage Services LLC

2015 - 2015 (< 1 year)

Principal Life Insurance Company

2015 - 2015 (< 1 year)

Princor Financial Services Corporation

2013 - 2014 (1 year)

Allstate Insurance Co

2011 - 2013 (2 years)

Pnc Investments

2010 - 2011 (1 year)

Valic Financial Advisors

2009 - 2010 (1 year)

Mainsource Investment Services

2009 - 2010 (1 year)

Raymond James Financial Services, Inc

2009 - 2010 (1 year)

Raymond James Financial Services Advisors, Inc

2005 - 2009 (4 years)

Chase Investment Services Corp

Disclosures

Gordon Fair has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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