Mark
Nakamitsu

Fidelity Personal And Workplace Advisors

CRD#2918910
Investment Advisor
in Boston, MA
Are you Mark Nakamitsu? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Mark Nakamitsu is a certified financial planner based out of Boston, Massachusetts, who has been in the financial industry for 10 years. Nakamitsu is an advisor for Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Securian Financial Services, Inc, Minnesota Life Insurance Company, Fidelity and Fidelity Personal And Workplace Advisors. Nakamitsu maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Minnesota. Fidelity Personal And Workplace Advisors is a firm that has its headquarters in Boston, Massachusetts. The company has offices in 25 locations and a total of 6,485 people on staff. It oversees $345 billion in total assets across its 858,130 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises seven charitable organizations. Of its 858,130 accounts, 68% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors performs a diverse 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. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fees charged by Fidelity Personal And Workplace Advisors can consist of any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 Nakamitsu Work History

Mark has 10 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2014 - Present (5 years)

Fidelity

2008 - 2014 (6 years)

Securian Financial Services, Inc

2008 - 2014 (6 years)

Minnesota Life Insurance Company

Disclosures

Mark Nakamitsu has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started