Maria
Niehus

Fidelity Personal And Workplace Advisors

CRD#4344134
Investment Advisor
in Boston, MA
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About this Advisor

Maria Niehus is a certified financial planner who works in Boston, Massachusetts, who has been in the industry for 14 years. Niehus is an advisor for Fidelity Personal And Workplace Advisors. Over the course of their career, they have held roles at Fidelity Personal And Workplace Advisors, Northern Trust Securities, Vision Investment Services, Inc, Fidelity Brokerage Services LLC, Northern Trust Securities, Inc and Northern Trust. Niehus maintains a Series 63 license, which qualifies them as a securities representative, and is approved to work in Illinois. Fidelity Personal And Workplace Advisors is a registered investment firm that has its headquarters in Boston, Massachusetts. The firm has offices in 25 locations and a total of 6,485 advisors. It controls $345 billion in assets among its 858,130 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves seven charitable organizations. Of its 858,130 accounts, 68% belong to high-net-worth clients who have at least $1 million in investable assets. Fidelity Personal And Workplace Advisors performs a diverse array 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. Fees charged by financial advisors depend on which services the firm provides the client. However, fees billed by Fidelity Personal And Workplace Advisors most likely consist of some combination of asset-based, fixed and other 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, 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

Maria Niehus Work History

Maria has 14 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2017 - Present (2 years)

Fidelity Brokerage Services LLC

2015 - 2017 (2 years)

Northern Trust Securities, Inc

2014 - 2015 (1 years)

Northern Trust

2009 - 2014 (5 years)

Northern Trust Securities, Inc

2008 - 2009 (1 years)

Northern Trust Securities

2004 - 2010 (6 years)

Vision Investment Services,Inc

Disclosures

Maria Niehus has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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