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 operating out of Boston, Massachusetts, who has been in the financial industry for 13 years. Wells is an employee of Fidelity Personal And Workplace Advisors. The advisor has gained experience at University Of Florida, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Wells 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 firm operating in Boston, Massachusetts. It has offices in 25 locations and a total of 6,722 financial advisors. It manages $338 billion in assets under management across its 914,878 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves eight charities and foundations. Of its 914,878 customer accounts, 24% are held by high-net-worth clients who have at least $1 million in assets available to invest. Fidelity Personal And Workplace Advisors offers a diverse assortment 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 typically depend on which services are provided. However, fee types billed by Fidelity Personal And Workplace Advisors can include asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

14 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 14 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2010 - Present (10 years)

Fidelity Brokerage Services LLC

2006 - 2010 (4 years)

University Of Florida

Disclosures

Matthew Wells has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

David Motola
Boston, MA
Asena Seven
Boston, MA
John Schultz
Boston, MA
Eric Callahan
Boston, MA
Sarah Sherman
Boston, MA
Michael Verroi
Boston, MA
Kassi Ferrell
Boston, MA

This content was compiled from the SEC and FINRA.

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