Henry
Neal

Fidelity Personal And Workplace Advisors

CRD#2252530
Investment Advisor
in Boston, MA

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About this Advisor

Henry Neal is a certified financial planner who works out of Boston, Massachusetts, who has been in the financial industry for 18 years. Neal is an employee of Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Fidelity Brokerage Services, LLC and Fidelity Personal And Workplace Advisors. Neal has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Texas and Utah. Fidelity Personal And Workplace Advisors is a firm headquartered in Boston, Massachusetts. The company has offices in 25 locations and a total of 6,722 advisors. It handles $338 billion in assets under management across its 914,878 client accounts, making it one of the largest firms in the country by assets under management. The firm advises eight charitable organizations. Of its 914,878 accounts, 24% belong to high-net-worth investors who have greater than $1 million in assets. The company provides a wide 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 depend on which services the firm provides the client. Fee types billed by Fidelity Personal And Workplace Advisors likely consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

19 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

Henry Neal Work History

Henry has 19 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2001 - Present (19 years)

Fidelity Brokerage Services, LLC

Disclosures

Henry Neal has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Taylor Moroz
Salt Lake City, UT
Sam Grosser
Miami, FL
Joshua Hardtke
Boston, MA
Shannon Kelly
Boston, MA
David Motola
Boston, MA
Asena Seven
Boston, MA
Anthony Mish
Boston, MA

This content was compiled from the SEC and FINRA.

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