Maureen
Garrity

Fidelity Personal And Workplace Advisors

CRD#2767360
Investment Advisor
in Boston, MA
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About this Advisor

Maureen Garrity is an investment advisor in Boston, Massachusetts. Currently a registered investment advisor at Fidelity Personal And Workplace Advisors, Garrity has 10 years of professional experience. Garrity has Series 66 and Series 63 licenses, designating the advisor as a securities representative. Garrity can work with clients based out of Connecticut, Texas and Massachusetts. Throughout their career, they have worked at Metlife Securities Inc, Touradji Capital Management, Clearbrook Global Advisors, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is located in Boston, Massachusetts, and operates out of 25 additional locations in the nation. In aggregate, Fidelity Personal And Workplace Advisors oversees $345 billion in assets throughout 858,130 accounts and employs more than 6,485 people. The firm's total assets under management places it among the largest financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 68% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Fidelity Personal And Workplace Advisors can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Series 63, Chartered Financial Analyst

Years of Experience

10 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

Maureen Garrity Work History

Maureen has 10 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2014 - Present (5 years)

Fidelity Brokerage Services LLC

2012 - 2013 (1 year)

Clearbrook Global Advisors

2010 - 2010 (< 1 year)

Metlife Securities Inc

2010 - 2012 (2 years)

Touradji Capital Management

Disclosures

Maureen Garrity has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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