Michael
Bocina

Fidelity Personal And Workplace Advisors

CRD#2552690
Investment Advisor
in Boston, MA
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About this Advisor

Michael Bocina is a certified financial planner based out of Boston, Massachusetts, with a total of 12 years of work experience. Bocina is on the advisory team at Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Fidelity and Fidelity Personal And Workplace Advisors. Bocina has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey and Texas. Fidelity Personal And Workplace Advisors is a financial advisory company that has its headquarters in Boston, Massachusetts. It has offices in 25 locations and a total of 6,485 employees. It manages $345 billion in total assets among its 858,130 customer accounts, making it one of the largest firms in the country by assets under management. The firm serves seven charitable organizations. Of its 858,130 accounts, 68% are associated with high-net-worth individuals who have at least $1 million in investable assets. Fidelity Personal And Workplace Advisors has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial management largely vary depending on which service is provided. However, fees billed by Fidelity Personal And Workplace Advisors likely consist of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

12 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, Others

Disclosures

Yes

Office Location

245 Summer Street, V2A
Boston, MA 02210

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$344,922,585,757

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

6,485

MA Average: 118
Total Number of Accounts

858,130

MA Average: 4,567
Average Account Size

$401,947

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

Michael Bocina Work History

Michael has 12 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2006 - Present (13 years)

Fidelity

Disclosures

Michael Bocina has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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