Melanie
Werthmuller

Fidelity Personal And Workplace Advisors

CRD#6001610
Investment Advisor
in Boston, MA

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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

Series 63, Series 65

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

$726,706,488,861

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

11,220

MA Average: 118
Total Number of Accounts

1,509,611

MA Average: 4,567
Average Account Size

$481,387

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

Melanie Werthmuller Work History

Melanie has 10 years of experience.

2018 - Present (4 years)

Fidelity Personal And Workplace Advisors

2015 - Present (7 years)

Fidelity Brokerage Services LLC

2015 - 2015 (< 1 year)

Morgan Stanley Private Bank, National Association

2014 - 2015 (1 year)

Morgan Stanley

2012 - 2014 (2 years)

Axa Advisors

Disclosures

Melanie Werthmuller has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Cameron Simmons
Leawood, KS
Haley Clavenna
Katy, TX
Michael Tran
Palo Alto, CA
Andrew Hostetler
Jacksonville, FL
Elliott Gee
Boston, MA
Shane Farina
Boston, MA
Jeannette Marois
Boston, MA
Tatyana Gorski
Boston, MA

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 profile-compliance@smartasset.com.

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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.

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