Michael
Masalehdani

Fidelity Personal And Workplace Advisors

CRD#6281752
Investment Advisor
in Boston, MA

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About this Advisor

Michael Masalehdani is a financial advisor based in Boston, Massachusetts, who has been in the advisory business for 9 years. Masalehdani is an employee of Fidelity Personal And Workplace Advisors. Over the course of their career, they have held roles at Commonwealth Bank, Commonwealth Securities, Global Proxy Solicitation, Spartan Capital Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Masalehdani has Series 66 and Series 63 licenses, which qualify them as a securities broker, and can serve investors in New Jersey and Texas. Fidelity Personal And Workplace Advisors is a registered investment business based out of Boston, Massachusetts. The company has offices in 25 locations and a total of 6,722 employees. It controls $338 billion in total assets across its 914,878 accounts, placing it among the biggest firms in the United States by assets under management. The firm serves eight charities and foundations. Of its 914,878 customer accounts, 24% belong to high-net-worth individuals who have more than $1 million in investable assets. The firm offers a number of services, such as 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 advisory services typically are based on which service is offered. Fee types billed by Fidelity Personal And Workplace Advisors likely include asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 63

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

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 Masalehdani Work History

Michael has 10 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2015 - Present (5 years)

Fidelity Brokerage Services LLC

2015 - 2015 (< 1 year)

Bank Of America, N.A

2014 - 2015 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2013 (< 1 year)

Global Proxy Solicitation

2013 - 2014 (1 year)

Spartan Capital Securities, LLC

2010 - 2010 (< 1 year)

Commonwealth Bank

2010 - 2013 (3 years)

Commonwealth Securities

Disclosures

Michael Masalehdani has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Eric Callahan
Boston, MA
David Motola
Boston, MA
Joshua Hardtke
Boston, MA
Sam Grosser
Miami, FL
Anthony Mish
Boston, MA
William Jones
Boston, MA
Austin Johnson
Boston, MA

This content was compiled from the SEC and FINRA.

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