Fidelity Personal And Workplace Advisors
About this Advisor
Melanie Werthmuller is a financial advisor based in Boston, Massachusetts, who has been in the financial industry for 10 years. Werthmuller works at Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Axa Advisors, Morgan Stanley, Morgan Stanley Private Bank, National Association, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Werthmuller maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Connecticut and New York. Fidelity Personal And Workplace Advisors is a registered investment company that has its headquarters in Boston, Massachusetts. The company has offices in 3,180 locations and a total of 11,220 people on staff. It handles $727 billion in total assets across its 1,509,611 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves nine charitable organizations. Of its 1,509,611 accounts, 34% are held by high-net-worth investors who have at least $1 million in investable assets. The company offers a diverse 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 typically vary depending on the type of financial services provided. Fee types charged by Fidelity Personal And Workplace Advisors can include any blend of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Fidelity Personal And Workplace Advisors Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Melanie Werthmuller Work History
Melanie has 10 years of experience.
Fidelity Personal And Workplace Advisors
Fidelity Brokerage Services LLC
Morgan Stanley Private Bank, National Association
Melanie Werthmuller has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Fidelity Personal And Workplace Advisors
Palo Alto, CA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.