James
Strate

Fidelity Personal And Workplace Advisors

CRD#5195666
Investment Advisor
in Boston, MA
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About this Advisor

James Strate is a certified financial planner operating in Boston, Massachusetts, with 12 years of financial industry experience. Strate is on the advisory team at Fidelity Personal And Workplace Advisors. Over the course of their career, Strate has held roles at Ameriprise Financial Services Inc, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Strate maintains a Series 63 license, qualifying them as a securities representative, and can work in Minnesota and Texas. Fidelity Personal And Workplace Advisors is a registered investment business that has its headquarters in Boston, Massachusetts. The company has offices in 25 locations and a total of 6,485 financial advisors. It manages $345 billion in assets under management across its 858,130 client accounts, placing it among the biggest firms in the country by assets under management. The firm advises seven charities and foundations. Of its 858,130 accounts, 68% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The firm provides a number of services, including 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 fees usually depend on which services the firm provides the client. Fee types charged by Fidelity Personal And Workplace Advisors can include any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

12 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

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

$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

James Strate Work History

James has 12 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2013 - Present (6 years)

Fidelity Brokerage Services LLC

2006 - 2013 (7 years)

Ameriprise Financial Services Inc

Disclosures

James Strate has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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