Kimberly
Selby

Fidelity Personal And Workplace Advisors

CRD#4969207
Investment Advisor
in Boston, MA
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About this Advisor

Kimberly Selby is a certified financial planner working in Boston, Massachusetts, who has been in the industry for 11 years. Selby is on the advisory team at Fidelity Personal And Workplace Advisors. Throughout their career, they have worked at Sagent Capital LLC, American United Life, Oneamerica Securities, Powers Capital Investments, Inc, Farmers And Merchants Bank, Windhaven Investment Management, Charles Schwab & Co., Inc, Charles Schwab Bank, Fidelity Personal And Workplace Advisors and Fidelity Brokerage Services LLC. Selby has Series 66 and Series 63 licenses, certifying them as a securities representative, and can advise clients in Massachusetts. Fidelity Personal And Workplace Advisors is a registered investment firm that has its headquarters in Boston, Massachusetts. The firm has offices in 25 locations and a total of 6,485 financial advisors. It manages $345 billion in assets under management among its 858,130 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises seven charities and foundations. Of its 858,130 accounts, 68% are associated with high-net-worth individuals who have at least $1 million in assets. Fidelity Personal And Workplace Advisors offers a number 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 for financial advisory services typically are based on which services the firm provides the client. Fee types charged by Fidelity Personal And Workplace Advisors can include asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Series 63, 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

Kimberly Selby Work History

Kimberly has 11 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2018 - Present (1 years)

Fidelity Brokerage Services LLC

2015 - 2018 (3 years)

Charles Schwab & Co., Inc

2015 - 2018 (3 years)

Charles Schwab Bank

2013 - 2015 (2 years)

Windhaven Investment Management

2011 - 2013 (2 years)

Farmers And Merchants Bank

2010 - 2011 (1 years)

Powers Capital Investments, Inc

2009 - 2009 (0 years)

Sagent Capital LLC

2009 - 2009 (0 years)

American United Life

2009 - 2009 (0 years)

Oneamerica Securities

Disclosures

Kimberly Selby has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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