Kevin
Ruth

Fidelity Personal And Workplace Advisors

CRD#2481344
Investment Advisor
in Boston, MA
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About this Advisor

Kevin Ruth is a certified financial planner operating out of Boston, Massachusetts, who has been in the industry for 12 years. Ruth is currently employed by Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Ubs Financial Services Inc, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Ruth holds a Series 63 license, which qualifies them as a securities representative, and can work in New Jersey. Fidelity Personal And Workplace Advisors is an advisory firm that has its headquarters in Boston, Massachusetts. The firm has offices in 25 locations and a total of 6,485 employees. It oversees $345 billion in assets under management between its 858,130 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to seven charitable organizations. Of its 858,130 accounts, 68% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors offers 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, educational seminars and other services. Fees for financial management usually are based on which services are offered. Fees charged by Fidelity Personal And Workplace Advisors can be comprised of any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

12 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

Kevin Ruth Work History

Kevin has 12 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2013 - Present (6 years)

Fidelity Brokerage Services LLC

2006 - 2013 (7 years)

Ubs Financial Services Inc

Disclosures

Kevin Ruth has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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