Michael
Dorsey

Fidelity Personal And Workplace Advisors

CRD#5557851
Investment Advisor
in Boston, MA
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About this Advisor

Michael Dorsey is a certified financial planner whose office is in Boston, Massachusetts. Currently a registered advisor with Fidelity Personal And Workplace Advisors, they have accumulated 10 years of professional experience. Dorsey holds Series 63 and Series 66 licenses, designating them as a securities broker. Dorsey can advise investors based out of Illinois and Texas. Their career trajectory has included roles at New England Securities, Chase Investment Services Corp, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is based out of Boston, Massachusetts, and operates out of 25 offices in the country. Overall, Fidelity Personal And Workplace Advisors manages $345 billion in assets throughout 858,130 client accounts and retains more than 6,485 people. The amount of assets the firm manages places it among the largest financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 68% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Fidelity Personal And Workplace Advisors provides 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 63, Series 66, Certified Financial Planner

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, 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 Dorsey Work History

Michael has 10 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2012 - Present (7 years)

Fidelity Brokerage Services LLC

2011 - 2012 (1 years)

Chase Investment Services Corp

2008 - 2011 (3 years)

New England Securities

Disclosures

Michael Dorsey has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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