Miguel
Turcios

Fidelity Personal And Workplace Advisors

CRD#5780864
Investment Advisor
in Boston, MA

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About this Advisor

Miguel Turcios is an investment advisor based in Boston, Massachusetts. Currently a registered advisor with Fidelity Personal And Workplace Advisors, Turcios has 10 years of practice in the financial advisory industry. Turcios maintains Series 63 and Series 66 licenses, certifying them as a securities agent. Turcios can act as a financial advisor in Texas. Over the course of their career, Turcios has held roles at Northwestern Mutual Investment Services, Northwestern Mutual Life Insurance Company, Fidelity Investments and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is headquartered in Boston, Massachusetts, and operates out of 1,138 other locations across the United States. Overall, Fidelity Personal And Workplace Advisors oversees $453 billion in assets throughout 1,038,219 client accounts and employs more than 8,158 people. The level of assets currently under the firm's management places it among the biggest firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 29% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Fidelity Personal And Workplace Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

Miguel Turcios Work History

Miguel has 10 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2012 - Present (8 years)

Fidelity Investments

2011 - 2012 (1 year)

Northwestern Mutual Investment Services

2010 - 2012 (2 years)

Northwestern Mutual Life Insurance Company

Disclosures

Miguel Turcios has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Evan Hayes
Boston, MA
Michael Burkhardt
Boston, MA
Chad Mclain
Boston, MA
Miguel Turcios
Boston, MA
Kelly O'Brien
Fort Lauderdale, FL
Robert Yovanov
Boston, MA
Tanner Behrens
American Fork, UT
David Kim
Boston, MA

This content was compiled from the SEC and FINRA.

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