Justin
Syers

Fidelity Personal And Workplace Advisors

CRD#5937056
Investment Advisor
in Boston, MA

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About this Advisor

Justin Syers is a financial advisor who works out of Boston, Massachusetts, who has been in the advisory business for 10 years. Syers is on the advisory team at Fidelity Personal And Workplace Advisors. The advisor has gained experience at Advantage Financial Mortgage Bankers, Blackrock, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Syers holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in New Jersey, Pennsylvania and Texas. Fidelity Personal And Workplace Advisors is a registered investment company that has its headquarters in Boston, Massachusetts. It has offices in 1,138 locations and a total of 8,158 employees. It handles $453 billion in total assets across its 1,038,219 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises eight charities and foundations. Of its 1,038,219 accounts, 29% belong to high-net-worth clients who have at least $1 million in investable assets. Fidelity Personal And Workplace Advisors has a wide array 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 fees depend on which services are provided. However, fee types charged by Fidelity Personal And Workplace Advisors likely are comprised of 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 Syers Work History

Justin has 10 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2016 - Present (4 years)

Fidelity Brokerage Services LLC

2011 - 2016 (5 years)

Blackrock

2010 - 2011 (1 year)

Advantage Financial Mortgage Bankers

Disclosures

Justin Syers has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Lauren Hinton
Englewood, CO
Meghan Snouffer
Boston, MA
James Woodall
Roanoke, TX
Julie Miller
Denver, CO
Stephanie Spyres
San Antonio, TX
Bryan Albaugh
Boston, MA
Donovan Davis
Boston, MA
Blake Brewer
Jacksonville, FL

This content was compiled from the SEC and FINRA.

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