Matthew
Cassone

Fidelity Personal And Workplace Advisors

CRD#7408294
Investment Advisor
in Shrewsbury, MA

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About this Advisor

Matthew Cassone is a financial advisor working in Shrewsbury, Massachusetts with a total of 1 year of relevant experience. Cassone works at Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Newington Parks & Rec, Olympia Diner, Laz Parking, Joes Foreign Car Repair LLC and Fidelity Investments. Cassone has Series 63 and Series 66 licenses, designating them as a securities broker, and is able to work in Connecticut and Massachusetts. Fidelity Personal And Workplace Advisors is a business based in Boston, MA. It has offices in 3,093 locations and a total of 13,507 financial advisors. It has $653 billion in assets among its 1,712,247 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 11 charitable organizations. Of its 1,712,247 client accounts, 31% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors 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 and educational seminars. Fees charged by financial advisors usually depend on the type of financial services provided. Fee types billed by Fidelity Personal And Workplace Advisors most likely include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

551 Boston Turnpike Suite 40
Shrewsbury, MA 01545

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

MA Average: $16,012,751,954
Total Number of Employees

13,507

MA Average: 118
Total Number of Accounts

1,712,247

MA Average: 4,567
Average Account Size

$381,106

MA Average: $3,506,186

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

Matthew Cassone Work History

Matthew has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Fidelity Investments

2020 - 2021 (1 year)

Joes Foreign Car Repair LLC

2019 - 2020 (1 year)

Laz Parking

2017 - 2019 (2 years)

Olympia Diner

2014 - 2017 (3 years)

Newington Parks & Rec

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Cassone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fidelity Personal And Workplace Advisors

Nora Clifford
Greenbrae, CA
Randall Rogers
Smithfield, RI
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Laura Mccallum
Austin, TX
Michael Gefen
Fairfield, CT
Andrew Draluck
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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