Marcus
Introna

Fidelity Personal And Workplace Advisors

CRD#5978106
Investment Advisor
in Boston, MA
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About this Advisor

Marcus Introna is a certified financial planner who works out of Boston, Massachusetts, who has been in the industry for 17 years. Introna is currently employed by Fidelity Personal And Workplace Advisors. The advisor has gained experience at Charles Schwab Bank, Charles Schwab & Co., Inc, York County Economic Development Corporation, Unemployed/Student (University Of Arizona), Fidelity Personal And Workplace Advisors, Fidelity Brokerage Services LLC and Wealth In The Works, LLC. Introna has Series 63 and Series 66 licenses, certifying them as a securities representative, and can serve investors in Texas. Fidelity Personal And Workplace Advisors is a firm that has its headquarters in Boston, Massachusetts. The firm has offices in 25 locations and a total of 6,485 employees. It has $345 billion in total assets across its 858,130 accounts, placing it among the largest firms in the country by assets under management. The firm advises seven charities and foundations. Of its 858,130 accounts, 68% belong to high-net-worth investors who have at least $1 million in investable assets. Fidelity Personal And Workplace Advisors has a broad array 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 largely are based on which services the firm provides the client. Fee types charged by Fidelity Personal And Workplace Advisors likely are comprised of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

17 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

Marcus Introna Work History

Marcus has 17 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2017 - Present (2 years)

Fidelity Brokerage Services LLC

2016 - 2017 (1 years)

Wealth In The Works, LLC

2013 - 2016 (3 years)

Charles Schwab Bank

2011 - 2016 (5 years)

Charles Schwab & Co., Inc

2010 - 2011 (1 years)

York County Economic Development Corporation

2001 - 2010 (9 years)

Unemployed/Student (University Of Arizona)

Disclosures

Marcus Introna has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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