Joseph
Boldeia

Fidelity Personal And Workplace Advisors

CRD#4384725
Investment Advisor
in Boston, MA

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About this Advisor

Joseph Boldeia is a certified financial planner who works in Boston, Massachusetts, who has been in the advisory business for 13 years. Boldeia is an advisor for Fidelity Personal And Workplace Advisors. Over the course of their career, Boldeia has held roles at Fidelity Investments and Fidelity Personal And Workplace Advisors. Boldeia has a Series 63 license, which qualifies them as a securities agent, and is registered to operate in New Hampshire and Texas. Fidelity Personal And Workplace Advisors is a financial advisory business headquartered in Boston, Massachusetts. The firm has offices in 25 locations and a total of 6,722 people on staff. It administers $338 billion in total assets between its 914,878 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves eight charitable organizations. Of its 914,878 client accounts, 24% are held by high-net-worth investors who have more than $1 million in investable assets. The advisory firm provides a diverse assortment 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 for financial advisory services vary depending on which services are offered. Fees billed by Fidelity Personal And Workplace Advisors may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

14 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

Joseph Boldeia Work History

Joseph has 14 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2006 - Present (14 years)

Fidelity Investments

Disclosures

Joseph Boldeia has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Yasemin Under
Boston, MA
Gabrielle D'Angelo
Farmington, MI
Lauren Campbell
Houston, TX
Noah Schwartz
Boston, MA
Christopher Han
Boston, MA
Taylor Moroz
Salt Lake City, UT
Hedy Zahran
Bridgewater, NJ
Eric Callahan
Boston, MA

This content was compiled from the SEC and FINRA.

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