Luke
Etherton

Fidelity Personal And Workplace Advisors

CRD#5224150
Investment Advisor
in Boston, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Luke Etherton is a certified financial planner located in Boston, Massachusetts. Currently a registered advisor at Fidelity Personal And Workplace Advisors, Etherton has 13 years of work experience in the financial advisory industry. Etherton holds a Series 63 license, certifying the advisor as a securities agent. Etherton is registered to work with clients based out of Florida and Texas. Etherton has gained experience at Fidelity Brockerage Service 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. Overall, Fidelity Personal And Workplace Advisors manages $338 billion in assets covering 914,878 accounts and employs more than 6,722 people. The firm's total assets under management places it among the largest investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 24% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Fidelity Personal And Workplace Advisors can provide 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 and fixed fees.

Certifications and Registrations

Series 63, 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

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

Luke Etherton Work History

Luke has 14 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2006 - Present (14 years)

Fidelity Brockerage Service LLC

Disclosures

Luke Etherton has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Jordan Scott
Salt Lake City, UT
Trent Williams
Boston, MA
Joel Kelley
Merrimack, NH
Justin Kreitel
Boston, MA
Russell Jeanis
Boston, MA
David Motola
Boston, MA
Justin Syers
Boston, MA
Jeffrey Jackson
Englewood, CO

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