Justin
Maldonado

Fidelity Personal And Workplace Advisors

CRD#6161169
Investment Advisor
in Boston, MA

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About this Advisor

Justin Maldonado is a certified financial planner based out of Boston, Massachusetts, who has been in the industry for 10 years. Maldonado is an advisor for Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Fidelity Brokerage Services, LLC, Dixon Golf, Eastern Kentucky University, Texas State University-San Marcos, Madison County School District and Fidelity Personal And Workplace Advisors. Maldonado maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to work in Kentucky and Texas. Fidelity Personal And Workplace Advisors is a company that has its headquarters in Boston, Massachusetts. The firm has offices in 25 locations and a total of 6,722 people on staff. It has $338 billion in assets under management across its 914,878 accounts, placing it among the biggest firms in the country by assets under management. The firm serves eight charitable organizations. Of its 914,878 customer accounts, 24% are held by high-net-worth investors who have more than $1 million in assets available to invest. The firm has a number 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. Fees for financial advisory services largely are based on which services the firm provides the client. Fee types charged by Fidelity Personal And Workplace Advisors can include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, 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

Justin Maldonado Work History

Justin has 11 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2013 - Present (7 years)

Fidelity Brokerage Services, LLC

2012 - 2013 (1 year)

Dixon Golf

2012 - 2012 (< 1 year)

Eastern Kentucky University

2010 - 2012 (2 years)

Texas State University-San Marcos

2010 - 2012 (2 years)

Texas State University-San Marcos

2009 - 2010 (1 year)

Madison County School District

Disclosures

Justin Maldonado has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Hedy Zahran
Bridgewater, NJ
Anthony Antinori
Boston, MA
Eric Callahan
Boston, MA
Sarah Sherman
Boston, MA
Bryce Martin
Boston, MA
Earnest Jackson
Boston, MA
Shannon Kelly
Boston, MA
Brandon Matthews
Boston, MA

This content was compiled from the SEC and FINRA.

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