Matthew
Teschner

Fidelity Personal And Workplace Advisors

CRD#5863817
Investment Advisor
in Boston, MA
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About this Advisor

Matthew Teschner is a certified financial planner operating out of Boston, Massachusetts, with 11 years in the industry. Teschner is currently employed by Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Fidelity Brokerage Services, LLC, The Ocean Deck, The Shores Resort & Spa and Fidelity Personal And Workplace Advisors. Teschner holds a Series 63 license, qualifying them as a securities representative, and is able to serve investors in Florida and Texas. Fidelity Personal And Workplace Advisors is a company operating out of Boston, Massachusetts. The investment advisory business has offices in 25 locations and a total of 6,485 people on staff. It handles $345 billion in assets across its 858,130 client accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to seven charitable organizations. Of its 858,130 client accounts, 68% belong to high-net-worth investors who have at least $1 million in investable assets. Fidelity Personal And Workplace Advisors provides a broad 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 fees largely depend on the type of financial services offered. However, fees charged by Fidelity Personal And Workplace Advisors most likely consist of any combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

11 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 Teschner Work History

Matthew has 11 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2010 - Present (9 years)

Fidelity Brokerage Services, LLC

2010 - 2010 (< 1 year)

The Ocean Deck

2007 - 2010 (3 years)

The Shores Resort & Spa

Disclosures

Matthew Teschner has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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