Michael
Verroi

Fidelity Personal And Workplace Advisors

CRD#2177248
Investment Advisor
in Boston, MA

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About this Advisor

Michael Verroi is a certified financial planner and chartered financial consultant who works in Boston, Massachusetts, who has 10 years of professional experience. Verroi is an employee of Fidelity Personal And Workplace Advisors. Throughout their career, they have worked at Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Verroi holds a Series 63 license, certifying them as a securities representative, and is approved to operate in Georgia and Texas. Fidelity Personal And Workplace Advisors is a business based out of Boston, Massachusetts. It has offices in 1,138 locations and a total of 8,158 advisors. It controls $453 billion in assets among its 1,038,219 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises eight charities and foundations. Of its 1,038,219 customer accounts, 29% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The company 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, educational seminars and other services. Fees charged by financial advisors depend on which services the firm provides the client. Fees billed by Fidelity Personal And Workplace Advisors likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner, Chartered Financial Consultant

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

$453,297,086,677

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

8,158

MA Average: 118
Total Number of Accounts

1,038,219

MA Average: 4,567
Average Account Size

$436,610

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 Verroi Work History

Michael has 10 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2010 - Present (10 years)

Fidelity Brokerage Services LLC

Disclosures

Michael Verroi has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Landon Reiley
Boston, MA
Joe Okabe
Boston, MA
Joshua Davison
Boston, MA
Joseph Catalano
Roanoke, TX
Hayden Hardeman
Boston, MA
Beau Smith
Boston, MA
Brittney Marshall
Englewood, CO
Mena Ayad
Shrewsbury, NJ

This content was compiled from the SEC and FINRA.

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