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 whose office is in Boston, Massachusetts. Currently a registered financial advisor with Fidelity Personal And Workplace Advisors, Hyatt has 12 years of experience as an investment advisor. Hyatt holds Series 63 and Series 65 licenses, which certify them as both a securities agent and an investment advisor representative. Hyatt is registered to work with investors based out of Minnesota and Texas. Hyatt has gained experience at Usa Financial Securities Corporation, Fidelity Investments and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is based out of Boston, Massachusetts, and has 25 additional locations across the nation. Overall, Fidelity Personal And Workplace Advisors oversees $345 billion in assets throughout 858,130 accounts and retains more than 6,485 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 68% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Fidelity Personal And Workplace Advisors can offer 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

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

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 12 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2011 - Present (8 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.

This content was compiled from the SEC and FINRA.

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