Michael
Gunnar

Fidelity Personal And Workplace Advisors

CRD#2400863
Investment Advisor
in Boston, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Gunnar is a chartered financial consultant working out of Boston, Massachusetts, with a total of 10 years of financial industry experience. Gunnar currently works for Fidelity Personal And Workplace Advisors. Throughout their career, Gunnar has worked at Transamerica Financial Advisors, Inc, Pacific Life Insurance Company, Pacific Select Distributors, LLC, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Gunnar maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California and Texas. Fidelity Personal And Workplace Advisors is a company operating out of Boston, Massachusetts. The company has offices in 25 locations and a total of 6,722 financial advisors. It oversees $338 billion in assets between its 914,878 accounts, placing it among the largest firms in the country by assets under management. The firm serves eight charitable organizations. Of its 914,878 accounts, 24% are associated with high-net-worth individuals who have greater than $1 million in assets. Fidelity Personal And Workplace Advisors provides a broad array 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 vary depending on which service is provided. Fees billed by Fidelity Personal And Workplace Advisors most likely include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

11 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 Gunnar Work History

Michael has 11 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2017 - Present (3 years)

Fidelity Brokerage Services LLC

2017 - 2017 (< 1 year)

Pacific Select Distributors, LLC

2016 - 2017 (1 year)

Pacific Life Insurance Company

2009 - 2016 (7 years)

Transamerica Financial Advisors, Inc

Disclosures

Michael Gunnar has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Yasemin Under
Boston, MA
Gabrielle D'Angelo
Farmington, MI
Lauren Campbell
Houston, TX
Noah Schwartz
Boston, MA
Christopher Han
Boston, MA
Taylor Moroz
Salt Lake City, UT
Hedy Zahran
Bridgewater, NJ
Eric Callahan
Boston, MA

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started