Monica
Dugan

Fidelity Personal And Workplace Advisors

CRD#4461203
Investment Advisor
in Boston, MA
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About this Advisor

Monica Dugan is a certified financial planner who works in Boston, Massachusetts. Currently an advisor at Fidelity Personal And Workplace Advisors, Dugan has 11 years of experience in the financial advisory industry. Dugan maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Dugan is registered to act as an advisor based out of Massachusetts. Their career trajectory has included roles at Ameriprise Financial, Td Ameritrade, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is headquartered in Boston, Massachusetts, and operates out of 25 other brick-and-mortar locations in the country. As an advisor firm, Fidelity Personal And Workplace Advisors oversees $345 billion in assets across 858,130 accounts and retains more than 6,485 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 68% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Fidelity Personal And Workplace Advisors offers 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, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 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

Yes

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

Monica Dugan Work History

Monica has 11 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2014 - Present (5 years)

Fidelity Brokerage Services LLC

2009 - 2014 (5 years)

Td Ameritrade

2007 - 2009 (2 years)

Ameriprise Financial

Disclosures

Monica Dugan has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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