Marc
Miller

Fidelity Personal And Workplace Advisors

CRD#4605652
Investment Advisor
in Boston, MA
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About this Advisor

Marc Miller is a certified financial planner operating in Boston, Massachusetts, who has been in the advisory business for 16 years. Miller currently works for Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Ameriprise Financial Services, Inc, Ameriprise Financial Services, Keybank, Key Investment Services LLC, Fidelity Investments and Fidelity Personal And Workplace Advisors. Miller maintains Series 63 and Series 66 licenses, designating them as a securities representative, and can serve investors in Ohio and Texas. Fidelity Personal And Workplace Advisors is a business that has its headquarters in Boston, Massachusetts. The investment advisory business has offices in 25 locations and a total of 6,485 people on staff. It controls $345 billion in total assets across its 858,130 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises seven charitable organizations. Of its 858,130 accounts, 68% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors provides a broad assortment 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. Financial advisory fees typically depend on the financial services provided. However, fee types billed by Fidelity Personal And Workplace Advisors can include some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

16 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, Others

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

$344,922,585,757

MA Average: $16,012,751,954
Total Number of Employees

6,485

MA Average: 118
Total Number of Accounts

858,130

MA Average: 4,567
Average Account Size

$401,947

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

Marc Miller Work History

Marc has 16 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2011 - Present (8 years)

Fidelity Investments

2010 - 2010 (0 years)

Ameriprise Financial Services

2010 - 2011 (1 years)

Keybank

2010 - 2011 (1 years)

Key Investment Services LLC

2002 - 2010 (8 years)

Ameriprise Financial Services, Inc

Disclosures

Marc Miller has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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