Matthew
Wells

Fidelity Personal And Workplace Advisors

CRD#5818007
Investment Advisor
in Boston, MA
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About this Advisor

Matthew Wells is a certified financial planner who works out of Boston, Massachusetts, with a total of 12 years in the industry. Wells is currently employed by Fidelity Personal And Workplace Advisors. Wells has gained experience at University Of Florida, Mass Mutual, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Wells holds a Series 63 license, certifying them as a securities representative, and can operate in Florida and Texas. Fidelity Personal And Workplace Advisors is a firm based out of Boston, Massachusetts. The firm has offices in 25 locations and a total of 6,485 advisors. It has $345 billion in assets across its 858,130 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to seven charities and foundations. Of its 858,130 customer accounts, 68% belong to high-net-worth clients who have at least $1 million in investable assets. Fidelity Personal And Workplace Advisors performs a wide range 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. Financial advisory fees typically depend on the financial services offered. However, fees charged by Fidelity Personal And Workplace Advisors likely consist 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 Wells Work History

Matthew has 12 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2010 - Present (9 years)

Fidelity Brokerage Services LLC

2009 - 2009 (< 1 year)

Mass Mutual

2007 - 2009 (2 years)

University Of Florida

2006 - 2010 (4 years)

University Of Florida

Disclosures

Matthew Wells has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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