Gregory
Weise

Fidelity Personal And Workplace Advisors

CRD#3058721
Investment Advisor
in Boston, MA

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About this Advisor

Gregory Weise is a certified financial planner operating in Boston, Massachusetts, who has been in the financial industry for 15 years. Weise works at Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Fidelity Brokerage Services and Fidelity Personal And Workplace Advisors. Weise holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Texas. Fidelity Personal And Workplace Advisors is an advisory firm that has its headquarters in Boston, Massachusetts. It has offices in 25 locations and a total of 6,722 financial advisors. It handles $338 billion in total assets between its 914,878 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to eight charitable organizations. Of its 914,878 customer accounts, 24% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The company offers a broad array of services, such as 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 can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

16 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

Gregory Weise Work History

Gregory has 16 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2004 - Present (16 years)

Fidelity Brokerage Services

Disclosures

Gregory Weise has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Bryce Martin
Boston, MA
Kimberley Jendrick
Boston, MA
Michael Masalehdani
Boston, MA
Shannon Kelly
Boston, MA
Noah Schwartz
Boston, MA
Eric Schroeder
Boston, MA
Jacob Streeter
Boston, MA
Tobe Mccann
Boston, MA

This content was compiled from the SEC and FINRA.

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