Meghan
Snouffer

Fidelity Personal And Workplace Advisors

CRD#6411525
Investment Advisor
in Boston, MA

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About this Advisor

Meghan Snouffer is an investment advisor located in Boston, Massachusetts. Currently an advisor at Fidelity Personal And Workplace Advisors, they have accumulated 10 years of professional experience in the financial advisory industry. Snouffer maintains Series 63 and Series 66 licenses, designating the advisor as a securities representative. Snouffer can serve clients in Ohio and Texas. Throughout their career, they have worked at Indian Hill Exempted Village School District, Fidelity Brokerage Services LLC, Pnc Bank, Sycamore Community Schools, Loveland City Schools, National Heritage Academies and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is headquartered in Boston, Massachusetts, and has 1,138 other offices across the country. In total, Fidelity Personal And Workplace Advisors manages $453 billion in assets dispersed across 1,038,219 client accounts and retains more than 8,158 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 29% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Fidelity Personal And Workplace Advisors can provide 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's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

$453,297,086,677

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

8,158

MA Average: 118
Total Number of Accounts

1,038,219

MA Average: 4,567
Average Account Size

$436,610

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

Meghan Snouffer Work History

Meghan has 10 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2014 - Present (6 years)

Fidelity Brokerage Services LLC

2013 - 2014 (1 year)

Pnc Bank

2011 - 2011 (< 1 year)

Indian Hill Exempted Village School District

2011 - 2011 (< 1 year)

Sycamore Community Schools

2011 - 2011 (< 1 year)

Loveland City Schools

2011 - 2012 (1 year)

National Heritage Academies

Disclosures

Meghan Snouffer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Shawn Forsstrom
Boston, MA
Christopher Pacheco
Merrimack, NH
Peng Xiao
Boston, MA
Sheetal Kelkar
Boston, MA
Tyrel Tait
Boston, MA
Bryant Flick
Boston, MA
Jonathan Bowman
Boston, MA
Tracy Anderson
Boston, MA

This content was compiled from the SEC and FINRA.

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