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 located in Boston, Massachusetts. Currently an advisor with Fidelity Personal And Workplace Advisors, Elias has 10 years of experience as a registered advisor. Elias maintains Series 63 and Series 66 licenses, designating them as a securities agent. Elias can serve customers in Florida and Texas. During their career, Elias has held roles at Fidelity Investments and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is headquartered in Boston, Massachusetts, and operates out of 25 brick-and-mortar locations throughout the nation. In total, Fidelity Personal And Workplace Advisors manages $338 billion in assets throughout 914,878 client accounts and employs more than 6,722 people. The firm's total assets under management places it among the largest financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 24% of the firm's clients 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 may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, 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

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

$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

Nassim Elias Work History

Nassim has 11 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2009 - Present (11 years)

Fidelity Investments

Disclosures

Nassim Elias has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Vivian Skawinski
Naperville, IL
John Kuntz
Boston, MA
Andrew Meade
Boston, MA
Sarah Sherman
Boston, MA
Jennifer Lake
Dallas, TX
Kevin Toohey
Boston, MA
Justin Syers
Boston, MA
Melissa Christensen
Boston, MA

This content was compiled from the SEC and FINRA.

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