Justin
Guerra

Fidelity Personal And Workplace Advisors

CRD#4976390
Investment Advisor
in Boston, MA
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About this Advisor

Justin Guerra is a certified financial planner who works in Boston, Massachusetts, who has 12 years of financial industry experience. Guerra is currently employed by Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Fidelity Investments and Fidelity Personal And Workplace Advisors. Guerra maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Texas. Fidelity Personal And Workplace Advisors is a business that has its headquarters in Boston, Massachusetts. The firm has offices in 25 locations and a total of 6,485 people on staff. It administers $345 billion in assets among its 858,130 customer accounts, making it one of the largest financial advisory 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 investors who have at least $1 million in investable assets. Fidelity Personal And Workplace Advisors provides a broad range 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 fee schedules depend on which services the firm provides the client. Fees charged by Fidelity Personal And Workplace Advisors most likely are comprised of asset-based, fixed and other fees.

Certifications and Registrations

Series 66, 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, Others

Disclosures

Yes

Office Location

245 Summer Street, V2A
Boston, MA 02210

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$344,922,585,757

MA Average: $16,012,751,954
Total Number of Employees

6,485

MA Average: 118
Total Number of Accounts

858,130

MA Average: 4,567
Average Account Size

$401,947

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

Justin Guerra Work History

Justin has 12 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2006 - Present (13 years)

Fidelity Investments

Disclosures

Justin Guerra has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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