Kenneth
Frasier

Fidelity Personal And Workplace Advisors

CRD#1487873
Investment Advisor
in Boston, MA
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About this Advisor

Kenneth Frasier is a certified financial planner who works in Boston, Massachusetts, who has been in the industry for 10 years. Frasier is an employee of Fidelity Personal And Workplace Advisors. Frasier has gained experience at Lawing Financial Group, American Century Investment Services, Inc, Mass Mutual, Mml Investors Services, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Frasier holds Series 66 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Kansas and Texas. Fidelity Personal And Workplace Advisors is a registered investment firm operating out of Boston, Massachusetts. The company has offices in 25 locations and a total of 6,485 employees. It administers $345 billion in assets across its 858,130 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises seven charities and foundations. Of its 858,130 customer accounts, 68% belong to high-net-worth clients who have greater than $1 million in assets. The firm provides a wide range of services, such as 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 typically depend on which services the firm provides the client. However, fee types charged by Fidelity Personal And Workplace Advisors most likely are comprised of some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Series 66, Certified Financial Planner

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

$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

Kenneth Frasier Work History

Kenneth has 10 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2013 - Present (6 years)

Fidelity Brokerage Services LLC

2012 - 2013 (1 year)

Mass Mutual

2012 - 2013 (1 year)

Mml Investors Services

2010 - 2012 (2 years)

American Century Investment Services, Inc

2009 - 2010 (1 year)

Lawing Financial Group

Disclosures

Kenneth Frasier has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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