Mark
Nakamitsu

Fidelity Personal And Workplace Advisors

CRD#2918910
Investment Advisor
in Boston, MA

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About this Advisor

Mark Nakamitsu is a certified financial planner in Boston, Massachusetts. Currently an advisor at Fidelity Personal And Workplace Advisors, they have accumulated 11 years of work experience as a financial advisor. Nakamitsu maintains a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Nakamitsu is registered to work with investors in Minnesota and Texas. Nakamitsu has gained experience at Fidelity Personal And Workplace Advisors, Securian Financial Services, Inc, Minnesota Life Insurance Company and Fidelity. Fidelity Personal And Workplace Advisors is headquartered in Boston, Massachusetts, and has 25 other locations in the nation. As a company, Fidelity Personal And Workplace Advisors manages $338 billion in assets covering 914,878 client accounts and retains more than 6,722 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 24% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Fidelity Personal And Workplace Advisors offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 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 Nakamitsu Work History

Mark has 12 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2014 - Present (6 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.

Financial Advisors at Fidelity Personal And Workplace Advisors

Vivian Skawinski
Naperville, IL
John Kuntz
Boston, MA
Andrew Meade
Boston, MA
Sarah Sherman
Boston, MA
Jennifer Lake
Dallas, TX
Kevin Toohey
Boston, MA
Justin Syers
Boston, MA
Melissa Christensen
Boston, MA

This content was compiled from the SEC and FINRA.

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