Laura
Radko

Fidelity Personal And Workplace Advisors

CRD#2707726
Investment Advisor
in Boston, MA
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About this Advisor

Laura Radko is a certified financial planner whose office is in Boston, Massachusetts. Currently a registered financial advisor with Fidelity Personal And Workplace Advisors, Radko has an impressive 22 years of experience as a registered advisor. Radko maintains Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Radko is able to serve customers based out of North Carolina and Pennsylvania. Their career trajectory has included roles at Sagemark Consulting, Inc, Lincoln Financial Advisors Corporation, Lpl Financial, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is based out of Boston, Massachusetts, and operates out of 25 additional offices across the United States. As a firm, Fidelity Personal And Workplace Advisors manages $345 billion in assets dispersed across 858,130 client accounts and retains more than 6,485 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 68% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Fidelity Personal And Workplace Advisors offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

22 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

Laura Radko Work History

Laura has 22 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2009 - Present (10 years)

Fidelity Brokerage Services LLC

2008 - 2009 (1 year)

Lpl Financial

1998 - 2008 (10 years)

Lincoln Financial Advisors Corporation

1996 - 2008 (12 years)

Sagemark Consulting, Inc

Disclosures

Laura Radko has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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