Fidelity Personal And Workplace Advisors
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About this Advisor
Joanne Caruso is an investment advisor who works out of Boston, Massachusetts. Currently an advisor with Fidelity Personal And Workplace Advisors, Caruso has 15 years of professional experience as an investment advisor. Caruso maintains Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Caruso is able to operate based out of Texas. Over the course of their career, they have held roles at Merrill Lynch Pierce Fenner & Smith and Fidelity Brokerage Services LLC. Fidelity Personal And Workplace Advisors is based out of Boston, Massachusetts, and operates out of 25 offices in the United States. In total, Fidelity Personal And Workplace Advisors oversees $345 billion in assets dispersed across 858,130 accounts and employs more than 6,485 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 68% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Fidelity Personal And Workplace Advisors can provide 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 may charge clients asset-based, fixed and other fees.
Certifications and Registrations
Years of Experience
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Fidelity Personal And Workplace Advisors Brokerage Details
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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
Joanne Caruso Work History
Joanne has 15 years of experience.
Fidelity Brokerage Services LLC
Merrill Lynch Pierce Fenner & Smith
Joanne Caruso has no disclosures.
Please visit their SEC profile for more details.