Nassim
Elias

Fidelity Personal And Workplace Advisors

CRD#4067199
Investment Advisor
in Boston, MA
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About this Advisor

Nassim Elias is a certified financial planner in Boston, Massachusetts. Currently a registered financial advisor with Fidelity Personal And Workplace Advisors, they have gathered 15 years of professional experience as a financial advisor. Elias has Series 63 and Series 66 licenses, designating them as a securities broker. Elias is able to operate based out of Florida and Texas. Throughout their career, they have worked at Wachovia Securities, LLC, Suntrust Bank, Suntrust Investment Services, Fidelity Investments and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is headquartered in Boston, Massachusetts, and has 25 other brick-and-mortar locations across the country. Overall, Fidelity Personal And Workplace Advisors manages $345 billion in assets throughout 858,130 client accounts and employs more than 6,485 people. The firm's total assets under management makes it one of the largest financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 68% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Fidelity Personal And Workplace Advisors can offer 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's fees may include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

15 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

Nassim Elias Work History

Nassim has 15 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2009 - Present (10 years)

Fidelity Investments

2005 - 2009 (4 years)

Suntrust Investment Services

2004 - 2009 (5 years)

Suntrust Bank

2003 - 2009 (6 years)

Wachovia Securities, LLC

Disclosures

Nassim Elias has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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