Joshua
Garfin

Fidelity Personal And Workplace Advisors

CRD#5025897
Investment Advisor
in Boston, MA

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About this Advisor

Joshua Garfin is a certified financial planner based in Boston, Massachusetts. Currently a registered financial advisor with Fidelity Personal And Workplace Advisors, Garfin has 10 years of work experience in the financial advisory industry. Garfin holds a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative. Garfin can advise investors based out of New Mexico and Texas. The advisor has gained experience at T. Rowe Price Investment Services, Inc, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is based out of Boston, Massachusetts, and operates out of 25 other locations in the nation. Overall, Fidelity Personal And Workplace Advisors manages $338 billion in assets covering 914,878 client accounts and retains more than 6,722 people. The firm's total assets under management places it among the biggest firms in the nation. 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 24% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Fidelity Personal And Workplace Advisors provides 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 and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 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

Joshua Garfin Work History

Joshua has 11 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2012 - Present (8 years)

Fidelity Brokerage Services LLC

2009 - 2012 (3 years)

T. Rowe Price Investment Services, Inc

Disclosures

Joshua Garfin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Jeffrey Jackson
Englewood, CO
Alexandra Campbell
Highland Park, IL
Joshua Hardtke
Boston, MA
Earnest Jackson
Boston, MA
Paulo De Souza
Boston, MA
William Jones
Boston, MA
Kara Hohnecker
Boston, MA
David Motola
Boston, MA

This content was compiled from the SEC and FINRA.

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