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 operating out of Boston, Massachusetts, with 17 years in the industry. Neal is an employee of Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Fidelity Brokerage Services, LLC and Fidelity Personal And Workplace Advisors. Neal maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas and Utah. Fidelity Personal And Workplace Advisors is a financial advisory business that has its headquarters in Boston, Massachusetts. The firm has offices in 25 locations and a total of 6,485 employees. It oversees $345 billion in assets among its 858,130 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves seven charitable organizations. Of its 858,130 accounts, 68% belong to high-net-worth clients who have more than $1 million in investable assets. Fidelity Personal And Workplace Advisors 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. Fees charged by financial advisors usually are based on which service is provided. Fees billed by Fidelity Personal And Workplace Advisors may include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

17 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 17 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2001 - Present (18 years)

Fidelity Brokerage Services, LLC

Disclosures

Henry Neal has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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