Lee
Hyatt

Fidelity Personal And Workplace Advisors

CRD#1337705
Investment Advisor
in Boston, MA

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About this Advisor

Lee Hyatt is a certified financial planner based out of Boston, Massachusetts, who has been in the advisory business for 13 years. Hyatt is an employee of Fidelity Personal And Workplace Advisors. Over the course of their career, Hyatt has held roles at Usa Financial Securities Corporation, Fidelity Investments and Fidelity Personal And Workplace Advisors. Hyatt maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Minnesota and Texas. Fidelity Personal And Workplace Advisors is an advisory firm headquartered in Boston, Massachusetts. The investment advisory business has offices in 25 locations and a total of 6,722 employees. It has $338 billion in assets among its 914,878 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises eight charities and foundations. Of its 914,878 client accounts, 24% are associated with high-net-worth clients who have greater than $1 million in investable assets. The advisory firm performs a wide array 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 typically vary depending on the financial services provided. Fee types billed by Fidelity Personal And Workplace Advisors can include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 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

Lee Hyatt Work History

Lee has 14 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2011 - Present (9 years)

Fidelity Investments

2006 - 2011 (5 years)

Usa Financial Securities Corporation

Disclosures

Lee Hyatt has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Jeffrey Jackson
Englewood, CO
Alexandra Campbell
Highland Park, IL
Joshua Hardtke
Boston, MA
Earnest Jackson
Boston, MA
Paulo De Souza
Boston, MA
William Jones
Boston, MA
Kara Hohnecker
Boston, MA
David Motola
Boston, MA

This content was compiled from the SEC and FINRA.

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