Luke
Etherton

Fidelity Personal And Workplace Advisors

CRD#5224150
Investment Advisor
in Boston, MA
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About this Advisor

Luke Etherton is a certified financial planner working in Boston, Massachusetts, who has been in the industry for 15 years. Etherton is on the advisory team at Fidelity Personal And Workplace Advisors. Over the course of their career, they have held roles at Fidelity Brockerage Service LLC, About Tomorrow LLC, 1St Investments LLC and Fidelity Personal And Workplace Advisors. Etherton has a Series 63 license, qualifying them as a securities broker, and is registered to serve investors in Florida and Texas. Fidelity Personal And Workplace Advisors is a registered investment company headquartered in Boston, Massachusetts. The investment advisory business has offices in 25 locations and a total of 6,485 employees. It has $345 billion in assets under management among its 858,130 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves seven charitable organizations. Of its 858,130 customer accounts, 68% are associated with high-net-worth clients who have more than $1 million in investable assets. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules vary depending on the type of financial services offered. However, fee types charged by Fidelity Personal And Workplace Advisors most likely include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

15 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

Luke Etherton Work History

Luke has 15 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2006 - Present (13 years)

Fidelity Brockerage Service LLC

2005 - 2008 (3 years)

1St Investments LLC

2003 - 2008 (5 years)

About Tomorrow LLC

Disclosures

Luke Etherton has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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