Justin
Starr

Fidelity Personal And Workplace Advisors

CRD#5438264
Investment Advisor
in Boston, MA
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About this Advisor

Justin Starr is a certified financial planner whose office is in Boston, Massachusetts. Currently a registered advisor at Fidelity Personal And Workplace Advisors, they have accumulated 11 years of work experience as a financial advisor. Starr holds a Series 63 license, certifying the advisor as a securities agent. Starr is able to advise investors in Texas. Over the course of their career, Starr has held roles at Fidelity Brokerage Services and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is headquartered in Boston, Massachusetts, and has 25 offices across the country. As a firm, Fidelity Personal And Workplace Advisors manages $345 billion in assets throughout 858,130 accounts and employs more than 6,485 people. The firm's total assets under management places it among the largest financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 68% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Fidelity Personal And Workplace Advisors offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, 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 Starr Work History

Justin has 11 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2007 - Present (12 years)

Fidelity Brokerage Services

Disclosures

Justin Starr has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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