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 operating out of Boston, Massachusetts, who has 10 years of financial industry experience. Dugan is currently employed by Fidelity Personal And Workplace Advisors. Dugan has gained experience at Td Ameritrade, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Dugan holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Massachusetts. Fidelity Personal And Workplace Advisors is a firm based out of Boston, Massachusetts. The firm has offices in 25 locations and a total of 6,722 people on staff. It handles $338 billion in total assets between its 914,878 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves eight charities and foundations. Of its 914,878 client accounts, 24% are held by high-net-worth clients who have more than $1 million in assets. The firm offers 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 vary depending on which service is offered. Fees billed by Fidelity Personal And Workplace Advisors likely consist of any blend of asset-based and fixed 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 (2 years)

Fidelity Personal And Workplace Advisors

2014 - Present (6 years)

Fidelity Brokerage Services LLC

2009 - 2014 (5 years)

Td Ameritrade

Disclosures

Monica Dugan has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

David Motola
Boston, MA
Saunie Darlington
Boston, MA
Jennifer Lake
Dallas, TX
Cole Bridges
Boston, MA
Andrew Meade
Boston, MA
Gabrielle D'Angelo
Farmington, MI
Sam Grosser
Miami, FL
Soojin Hwang
Portland, OR

This content was compiled from the SEC and FINRA.

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