Michael
Edelman

Fidelity Personal And Workplace Advisors

CRD#1691767
Investment Advisor
in Boston, MA
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About this Advisor

Michael Edelman is a certified financial planner based in Boston, Massachusetts, who has been in the financial industry for 12 years. Edelman is on the advisory team at Fidelity Personal And Workplace Advisors. Throughout their career, Edelman has worked at John Hancock, John Hancock Distributors LLC, Fidelity Personal And Workplace Advisors and Fidelity Brokerage Services LLC. Edelman maintains a Series 63 license, which qualifies them as a securities representative, and can advise clients in Florida and Texas. Fidelity Personal And Workplace Advisors is an advisory business that has its headquarters in Boston, Massachusetts. The company has offices in 25 locations and a total of 6,485 advisors. It administers $345 billion in total assets among its 858,130 client accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advisory services to seven charitable organizations. Of its 858,130 accounts, 68% belong to high-net-worth clients who have more than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors offers a wide assortment 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 charged by financial advisors usually depend on which services are provided. Fee types billed by Fidelity Personal And Workplace Advisors most likely include asset-based, fixed and other fees.

Certifications and Registrations

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

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

$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 Edelman Work History

Michael has 12 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2015 - Present (4 years)

Fidelity Brokerage Services LLC

2006 - 2015 (9 years)

John Hancock

2006 - 2015 (9 years)

John Hancock Distributors LLC

Disclosures

Michael Edelman has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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