Michael
Powers

Fidelity Personal And Workplace Advisors

CRD#6948054
Investment Advisor
in Shrewsbury, MA

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About this Advisor

Michael Powers is a financial advisor working in Shrewsbury, Massachusetts with 2 years of industry experience. Powers is an employee of Fidelity Personal And Workplace Advisors. During their career, Powers has held roles at Edward Jones, Providence College, Fidelity Investments, Moultonborough Recreation Department, Woodshed Restaurant, Cushing Academy and Em Heaths. Powers holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Massachusetts. Fidelity Personal And Workplace Advisors is a financial advisory firm operating out of Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 employees. It handles $653 billion in assets under management among its 1,712,247 accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 11 charitable organizations. Of its 1,712,247 client accounts, 31% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management typically vary depending on the financial services. However, fees billed by Fidelity Personal And Workplace Advisors may include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

551 Boston Turnpike Suite 40
Shrewsbury, MA 01545

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

MA Average: $16,012,751,954
Total Number of Employees

13,507

MA Average: 118
Total Number of Accounts

1,712,247

MA Average: 4,567
Average Account Size

$381,106

MA Average: $3,506,186

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

Michael Powers Work History

Michael has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Fidelity Investments

2018 - 2021 (3 years)

Edward Jones

2017 - 2017 (< 1 year)

Fidelity Investments

2015 - 2018 (3 years)

Providence College

2015 - 2016 (1 year)

Moultonborough Recreation Department

2014 - 2014 (< 1 year)

Woodshed Restaurant

2014 - 2018 (4 years)

Providence College

2014 - 2015 (1 year)

Em Heaths

2012 - 2013 (1 year)

Woodshed Restaurant

2010 - 2014 (4 years)

Cushing Academy

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Powers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fidelity Personal And Workplace Advisors

Nora Clifford
Greenbrae, CA
Elizabeth Muncie
Boston, MA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Laura Mccallum
Austin, TX
Michael Gefen
Fairfield, CT
Andrew Draluck
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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