Kay
Kidwell

Fidelity Personal And Workplace Advisors

CRD#5340697
Investment Advisor
in Boston, MA
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About this Advisor

Kay Kidwell is a certified financial planner based in Boston, Massachusetts, who has been in the advisory business for 11 years. Kidwell is on the advisory team at Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Haverford Trust Securities, Inc, The Haverford Trust Company, Fidelity Personal And Workplace Advisors and Fidelity Brokerage Services LLC. Kidwell holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Delaware. Fidelity Personal And Workplace Advisors is a business that has its headquarters in Boston, Massachusetts. The company has offices in 25 locations and a total of 6,485 financial advisors. It oversees $345 billion in assets under management across its 858,130 client accounts, placing it among the biggest firms in the United States by assets under management. The firm advises seven charities and foundations. Of its 858,130 accounts, 68% belong to high-net-worth clients who have at least $1 million in investable assets. The company performs a diverse 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. Fees charged by financial advisors usually are based on which services the firm provides the client. Fees charged by Fidelity Personal And Workplace Advisors may include any combination of asset-based, fixed and other fees.

Certifications and Registrations

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, Others

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

$344,922,585,757

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

6,485

MA Average: 118
Total Number of Accounts

858,130

MA Average: 4,567
Average Account Size

$401,947

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

Kay Kidwell Work History

Kay has 11 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2018 - Present (1 years)

Fidelity Brokerage Services LLC

2007 - 2018 (11 years)

Haverford Trust Securities, Inc

2007 - 2018 (11 years)

The Haverford Trust Company

Disclosures

Kay Kidwell has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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