Kevin
Dowling

Fidelity Personal And Workplace Advisors

CRD#2078676
Investment Advisor
in Smithfield, RI

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About this Advisor

Kevin Dowling is a financial advisor working out of Smithfield, Rhode Island who has 2 years of relevant experience. Dowling is currently employed by Fidelity Personal And Workplace Advisors. Over the course of their career, Dowling has held roles at Cco Investment Services Corp, Citizens Securities Inc, Citizens Bank, Citizens Securities, Inc and Fidelity Investments. Dowling maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Massachusetts, Rhode Island and Texas. Fidelity Personal And Workplace Advisors is a registered investment company that has its headquarters in Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 advisors. It controls $653 billion in total assets between its 1,712,247 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 11 charitable organizations. Of its 1,712,247 accounts, 31% are associated with high-net-worth investors who have at least $1 million in assets. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules largely are based on which services the firm provides the client. Fees billed by Fidelity Personal And Workplace Advisors can consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

900 Salem Street
Smithfield, RI 02917

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

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

13,507

RI Average: 118
Total Number of Accounts

1,712,247

RI Average: 4,567
Average Account Size

$381,106

RI Average: $3,506,186

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

Kevin Dowling Work History

Kevin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Fidelity Investments

2020 - 2021 (1 year)

Citizens Bank

2020 - 2021 (1 year)

Citizens Securities, Inc

2017 - 2020 (3 years)

Citizens Securities Inc

2017 - 2020 (3 years)

Citizens Bank

2011 - 2017 (6 years)

Cco Investment Services Corp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kevin Dowling to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fidelity Personal And Workplace Advisors

Nora Clifford
Greenbrae, CA
Randall Rogers
Smithfield, RI
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Laura Mccallum
Austin, TX
Michael Gefen
Fairfield, CT
Andrew Draluck
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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