Matthew
Aument

Fidelity Personal And Workplace Advisors

CRD#5164315
Investment Advisor
in Boston, MA
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About this Advisor

Matthew Aument is a certified financial planner operating out of Boston, Massachusetts, who has 12 years in the industry. Aument is an employee of Fidelity Personal And Workplace Advisors. Throughout their career, they have worked at The Vanguard Group, Inc, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Aument has a Series 63 license, certifying them as a securities broker, and is able to serve investors in North Carolina. Fidelity Personal And Workplace Advisors is a registered investment firm operating out of Boston, Massachusetts. The investment advisory business has offices in 25 locations and a total of 6,485 people on staff. It has $345 billion in assets among its 858,130 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises seven charitable organizations. Of its 858,130 accounts, 68% are held by high-net-worth clients who have at least $1 million in assets. The business provides a number 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 for financial management typically are based on which services the firm provides the client. Fee types charged by Fidelity Personal And Workplace Advisors can be comprised of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, 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

Matthew Aument Work History

Matthew has 12 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2012 - Present (7 years)

Fidelity Brokerage Services LLC

2006 - 2012 (6 years)

The Vanguard Group, Inc

Disclosures

Matthew Aument has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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