Justin
Kreitel

Fidelity Personal And Workplace Advisors

CRD#5983985
Investment Advisor
in Boston, MA

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About this Advisor

Justin Kreitel is a financial advisor operating out of Boston, Massachusetts, who has been in the financial industry for 10 years. Kreitel is on the advisory team at Fidelity Personal And Workplace Advisors. Kreitel has gained experience at Edward Jones, All Resort, Brigham Young University Hawaii, Fidelity Investments and Fidelity Personal And Workplace Advisors. Kreitel maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Idaho and Texas. Fidelity Personal And Workplace Advisors is a registered investment firm operating out of Boston, Massachusetts. The investment advisory business has offices in 1,138 locations and a total of 8,158 financial advisors. It handles $453 billion in assets between its 1,038,219 accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advice to eight charitable organizations. Of its 1,038,219 client accounts, 29% are held by high-net-worth investors who have greater than $1 million in investable assets. Fidelity Personal And Workplace Advisors offers 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 for financial advisory services typically depend on which services are offered. Fees charged by Fidelity Personal And Workplace Advisors most likely include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

$453,297,086,677

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

8,158

MA Average: 118
Total Number of Accounts

1,038,219

MA Average: 4,567
Average Account Size

$436,610

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 Kreitel Work History

Justin has 10 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2012 - Present (8 years)

Fidelity Investments

2011 - 2012 (1 year)

Edward Jones

2011 - 2011 (< 1 year)

All Resort

2010 - 2011 (1 year)

Brigham Young University Hawaii

Disclosures

Justin Kreitel has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Jennifer Mccann
Boston, MA
Miguel Turcios
Boston, MA
Steven Forehan
Jacksonville, FL
Alex Jordan
Latonia, KY
David Kim
Boston, MA
Renrick Pesce
Merrimack, NH
Jordan Bowman
Merrimack, NH
Tameshia Butler
Boston, MA

This content was compiled from the SEC and FINRA.

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