Louis
Marchi

Fidelity Personal And Workplace Advisors

CRD#2452458
Investment Advisor
in Boston, MA
Are you Louis Marchi? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Louis Marchi is a certified financial planner located in Boston, Massachusetts. Currently a registered investment advisor with Fidelity Personal And Workplace Advisors, Marchi has 10 years of professional experience in the financial advisory industry. Marchi holds Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Marchi is registered to advise clients in Illinois, Kansas, Missouri, Texas, Wisconsin, Minnesota and Nebraska. The advisor has gained experience at Calamos Financial Services LLC, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is based out of Boston, Massachusetts, and has 25 locations in the country. Overall, Fidelity Personal And Workplace Advisors oversees $345 billion in assets dispersed across 858,130 client accounts and retains more than 6,485 people. The firm's total assets under 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 advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in 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

10 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Louis Marchi Work History

Louis has 10 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2013 - Present (6 years)

Fidelity Brokerage Services LLC

2008 - 2012 (4 years)

Calamos Financial Services LLC

Disclosures

Louis Marchi has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started