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 based out of Boston, Massachusetts, with 14 years of professional experience. Weise is an advisor for Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Fidelity Brokerage Services and Fidelity Personal And Workplace Advisors. Weise maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in California and Texas. Fidelity Personal And Workplace Advisors is an advisory business that has its headquarters in Boston, Massachusetts. It has offices in 25 locations and a total of 6,485 employees. It administers $345 billion in total assets between its 858,130 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises seven charities and foundations. Of its 858,130 customer accounts, 68% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The company offers a number 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. Financial management fee schedules depend on which service is provided. However, fee types charged by Fidelity Personal And Workplace Advisors likely are comprised of some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 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 14 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2004 - Present (15 years)

Fidelity Brokerage Services

Disclosures

Gregory Weise has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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