Michael
Dambrosio

Fidelity Personal And Workplace Advisors

CRD#5659130
Investment Advisor
in Boston, MA
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About this Advisor

Michael Dambrosio is a certified financial planner who works out of Boston, Massachusetts. Currently a registered advisor with Fidelity Personal And Workplace Advisors, they have gathered 12 years of practice in the financial advisory industry. Dambrosio has Series 65 and Series 63 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Dambrosio is registered to work with customers based out of Georgia and Texas. Dambrosio has gained experience at Suntrust Bank, Wells Fargo Advisors LLC, Suntrust Investment Services, Inc, Wells Fargo, Fidelity Personal And Workplace Advisors and Fidelity Brokerage Services LLC. Fidelity Personal And Workplace Advisors is located in Boston, Massachusetts, and has 25 locations across the country. As a firm, Fidelity Personal And Workplace Advisors manages $345 billion in assets throughout 858,130 accounts and retains more than 6,485 people. The level of assets currently under the firm's management makes it one of the biggest firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 68% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Fidelity Personal And Workplace Advisors offers 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 65, Series 63, 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

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

Michael Dambrosio Work History

Michael has 12 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2016 - Present (3 years)

Fidelity Brokerage Services LLC

2015 - 2016 (1 year)

Suntrust Investment Services, Inc

2015 - 2016 (1 year)

Suntrust Bank

2013 - 2015 (2 years)

Suntrust Bank

2013 - 2015 (2 years)

Suntrust Investment Services, Inc

2009 - 2013 (4 years)

Wells Fargo Advisors LLC

2006 - 2013 (7 years)

Wells Fargo

Disclosures

Michael Dambrosio has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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