Mark
Flynn

Fidelity Personal And Workplace Advisors

CRD#2532208
Investment Advisor
in Boston, MA

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About this Advisor

Mark Flynn is a chartered financial analyst based out of Boston, Massachusetts, who has been in the advisory business for 21 years. Flynn is on the advisory team at Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Fidelity Personal And Workplace Advisors, Fidelity Brokerage Services, Inc and Strategic Advisers. Flynn maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in New Jersey and Texas. Fidelity Personal And Workplace Advisors is a registered investment firm headquartered in Boston, Massachusetts. The company has offices in 25 locations and a total of 6,722 people on staff. It handles $338 billion in assets under management between its 914,878 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises eight charities and foundations. Of its 914,878 client accounts, 24% are associated with high-net-worth clients who have more than $1 million in assets. Fidelity Personal And Workplace Advisors provides a number 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 management fee schedules typically vary depending on which services the firm provides the client. Fees charged by Fidelity Personal And Workplace Advisors most likely consist of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

22 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

Mark Flynn Work History

Mark has 22 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

1998 - Present (22 years)

Fidelity Brokerage Services, Inc

1998 - Present (22 years)

Strategic Advisers

Disclosures

Mark Flynn has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

David Motola
Boston, MA
Asena Seven
Boston, MA
John Schultz
Boston, MA
Eric Callahan
Boston, MA
Sarah Sherman
Boston, MA
Michael Verroi
Boston, MA
Kassi Ferrell
Boston, MA

This content was compiled from the SEC and FINRA.

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