Kent
Clark

Fidelity Personal And Workplace Advisors

CRD#4687909
Investment Advisor
in Boston, MA
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About this Advisor

Kent Clark is a certified financial planner based in Boston, Massachusetts, who has 13 years in the industry. Clark currently works for Fidelity Personal And Workplace Advisors. Over the course of their career, Clark has held roles at Fidelity Personal And Workplace Advisors, Usaa Financial Advisors Inc, Usaa Financial Planning Services, Charles Schwab & Co., Inc, Charles Schwab Bank and Fidelity Investments. Clark holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Illinois. Fidelity Personal And Workplace Advisors is a registered investment business that has its headquarters in Boston, Massachusetts. The company has offices in 25 locations and a total of 6,485 advisors. It handles $345 billion in total assets between its 858,130 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to seven charities and foundations. Of its 858,130 accounts, 68% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The firm performs a wide set 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. Financial advisory fee schedules usually depend on which service is offered. However, fee types billed by Fidelity Personal And Workplace Advisors can include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 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

Kent Clark Work History

Kent has 13 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2017 - Present (2 years)

Fidelity Investments

2016 - 2017 (1 year)

Charles Schwab & Co., Inc

2016 - 2017 (1 year)

Charles Schwab Bank

2005 - 2016 (11 years)

Usaa Financial Advisors Inc

2005 - 2016 (11 years)

Usaa Financial Planning Services

Disclosures

Kent Clark has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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