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 who works out of Boston, Massachusetts, with a total of 20 years in the industry. Flynn is currently employed by Fidelity Personal And Workplace Advisors. Over the course of their career, Flynn has held roles at Fidelity Personal And Workplace Advisors, Strategic Advisers and Fidelity Brokerage Services, Inc. Flynn maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey and Texas. Fidelity Personal And Workplace Advisors is an advisory business that has its headquarters in Boston, Massachusetts. The firm has offices in 25 locations and a total of 6,485 financial advisors. It manages $345 billion in assets under management between its 858,130 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises seven charities and foundations. Of its 858,130 client accounts, 68% are held by high-net-worth individuals who have at least $1 million in investable assets. Fidelity Personal And Workplace Advisors performs a wide range 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 vary depending on which service is offered. However, fee types charged by Fidelity Personal And Workplace Advisors likely consist of some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

20 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 20 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

1998 - Present (21 years)

Strategic Advisers

1998 - Present (21 years)

Fidelity Brokerage Services, Inc

Disclosures

Mark Flynn has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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