James
Buri

Fidelity Personal And Workplace Advisors

CRD#5550827
Investment Advisor
in Boston, MA
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About this Advisor

James Buri is a certified financial planner whose office is in Boston, Massachusetts. Currently a registered financial advisor at Fidelity Personal And Workplace Advisors, they have accrued 10 years of experience as an investment advisor. Buri has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Buri is able to advise customers based out of California and Texas. Their career trajectory has included roles at Ameriprise Financial Services Inc, Fidelity Investments and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is based out of Boston, Massachusetts, and has 25 other brick-and-mortar locations in the country. Overall, Fidelity Personal And Workplace Advisors oversees $345 billion in assets throughout 858,130 accounts and employs more than 6,485 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 68% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Fidelity Personal And Workplace Advisors offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 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, Others

Disclosures

No

Office Location

245 Summer Street, V2A
Boston, MA 02210

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$344,922,585,757

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

6,485

MA Average: 118
Total Number of Accounts

858,130

MA Average: 4,567
Average Account Size

$401,947

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

James Buri Work History

James has 10 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2011 - Present (8 years)

Fidelity Investments

2008 - 2011 (3 years)

Ameriprise Financial Services Inc

Disclosures

James Buri has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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