Henry
Pratt

Fidelity Personal And Workplace Advisors

CRD#7545341
Investment Advisor
in Littleton, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Henry Pratt is a financial advisor based in Littleton, Massachusetts, working with Fidelity Personal And Workplace Advisors. Henry has previously held positions at Market Place, Hollister House Inc, George Washington University Men's Basketball Team, Woodbury Auction LLC, Evan Guthrie Law Firm, Cetrulo LLP, Fidelity Investments, and has been a full-time student at Frederick Gunn School and George Washington University. Henry has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts and Texas. Currently, Henry is part of Fidelity Personal And Workplace Advisors, which operates out of Littleton, Massachusetts. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 66

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

820 Constitution Avenue
Littleton, MA 01460

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$818,776,100,963

MA Average: $16,012,751,954
Total Number of Employees

15,424

MA Average: 118
Total Number of Accounts

1,991,043

MA Average: 4,567
Average Account Size

$411,230

MA Average: $3,506,186

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

Henry Pratt Work History

2022 - Present (2 years)

Fidelity Investments

2021 - 2022 (1 year)

Cetrulo Llp

2020 - 2020 (< 1 year)

Evan Guthrie Law Firm

2020 - 2021 (1 year)

Full Time Student - George Washington University

2019 - 2019 (< 1 year)

Woodbury Auction LLC

2019 - 2020 (1 year)

Full Time Student - George Washington University

2018 - 2018 (< 1 year)

Hollister House Inc

2018 - 2018 (< 1 year)

Woodbury Auction LLC

2018 - 2018 (< 1 year)

Full Time Student - George Washington University

2018 - 2019 (1 year)

Full Time Student - George Washington University

2017 - 2017 (< 1 year)

Hollister House Inc

2017 - 2017 (< 1 year)

George Washington University Men'S Basketball Team

2016 - 2016 (< 1 year)

Market Place

2016 - 2017 (1 year)

Full Time Student - Frederick Gunn School

2012 - 2016 (4 years)

Full Time Student

Disclosures

Please visit the SEC profile of Henry Pratt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fidelity Personal And Workplace Advisors

Mitchell Green
Jacksonville, FL
Austin Stevens
Jacksonville, FL
Tyler Rizzo
Chesterfield, MO
Justin Gorney
Durham, NC
Gerald Granick
Jacksonville, FL
Ashlie Bostick
Colorado Springs, CO
Andrew Pillai
Murrieta, CA
Patrick Ihnken
Portland, OR

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started