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 who works in Boston, Massachusetts, with a total of 11 years of professional experience. Garfin is an employee of Fidelity Personal And Workplace Advisors. Throughout their career, they have worked at T. Rowe Price, T. Rowe Price Investment Services, Inc, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Garfin holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in New Mexico and Texas. Fidelity Personal And Workplace Advisors is a firm that has its headquarters in Boston, Massachusetts. The company has offices in 25 locations and a total of 6,485 people on staff. It manages $345 billion in total assets among its 858,130 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves seven charitable organizations. Of its 858,130 customer accounts, 68% are held by high-net-worth clients who have more than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors provides a number 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 charged by financial advisors typically depend on the type of financial services provided. Fee types charged by Fidelity Personal And Workplace Advisors most likely include asset-based, fixed and other 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 (1 year)

Fidelity Personal And Workplace Advisors

2012 - Present (7 years)

Fidelity Brokerage Services LLC

2009 - 2012 (3 years)

T. Rowe Price Investment Services, Inc

2007 - 2009 (2 years)

T. Rowe Price

Disclosures

Joshua Garfin has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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