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 who works out of Boston, Massachusetts, who has 5 years of industry experience. Kreitel currently works for Fidelity Personal And Workplace Advisors. During their career, Kreitel has held roles at Fidelity Investments and Fidelity Personal And Workplace Advisors. Kreitel holds a Series 66 license, designating 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 company based out of Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 employees. It administers $653 billion in assets between its 1,712,247 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 11 charitable organizations. Of its 1,712,247 accounts, 31% are associated with high-net-worth clients who have more than $1 million in assets. Fidelity Personal And Workplace Advisors provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors typically depend on which services are offered. However, fee types billed by Fidelity Personal And Workplace Advisors most likely consist of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

5 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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

245 Summer Street, V2A
Boston, MA 02210

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

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

13,507

MA Average: 118
Total Number of Accounts

1,712,247

MA Average: 4,567
Average Account Size

$381,106

MA Average: $3,506,186

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

Justin Kreitel Work History

Justin has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Fidelity Personal And Workplace Advisors

2012 - Present (12 years)

Fidelity Investments

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Justin Kreitel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fidelity Personal And Workplace Advisors

Nora Clifford
Greenbrae, CA
Elizabeth Muncie
Boston, MA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Laura Mccallum
Austin, TX
Michael Gefen
Fairfield, CT
Andrew Draluck
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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