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 working in Boston, Massachusetts, who has been in the industry for 10 years. Verroi is an advisor for Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Futurity First Insurance Group, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Verroi holds a Series 63 license, which qualifies them as a securities broker, and is able to advise clients in Georgia and Texas. Fidelity Personal And Workplace Advisors is a financial advisory company that has its headquarters in Boston, Massachusetts. The company has offices in 25 locations and a total of 6,485 financial advisors. It controls $345 billion in assets under management across its 858,130 client accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to seven charitable organizations. Of its 858,130 client accounts, 68% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors performs 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. Financial advisory fee schedules depend on which service is provided. Fee types billed by Fidelity Personal And Workplace Advisors can consist of asset-based, fixed and other 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, Others

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

$344,922,585,757

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

6,485

MA Average: 118
Total Number of Accounts

858,130

MA Average: 4,567
Average Account Size

$401,947

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 (1 years)

Fidelity Personal And Workplace Advisors

2010 - 2010 (0 years)

Cambridge Investment Research, Inc

2010 - 2010 (0 years)

Cambridge Investment Research Advisors, Inc

2010 - Present (9 years)

Fidelity Brokerage Services LLC

2008 - 2009 (1 years)

Futurity First Insurance Group

Disclosures

Michael Verroi has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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