Nathan
Cedarleaf

Fidelity Personal And Workplace Advisors

CRD#4341451
Investment Advisor
in Boston, MA
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About this Advisor

Nathan Cedarleaf is a certified financial planner operating out of Boston, Massachusetts, with a total of 12 years in the industry. Cedarleaf is an advisor for Fidelity Personal And Workplace Advisors. Throughout their career, Cedarleaf has worked at Natcity Investments Inc, Raymond James Financial Services, Inc, State Bank Trust, Raymond James Financial Services Advisors Inc, Huntington National Bank, The Huntington Investment Company, Mnc Properties LLC, Fidelity Investments and Fidelity Personal And Workplace Advisors. Cedarleaf holds Series 63, Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Ohio. Fidelity Personal And Workplace Advisors is a registered investment business that has its headquarters in Boston, Massachusetts. The investment advisory business has offices in 25 locations and a total of 6,485 employees. It handles $345 billion in assets under management across its 858,130 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves seven charities and foundations. Of its 858,130 customer accounts, 68% are held by high-net-worth investors who have at least $1 million in investable assets. The advisory firm provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial management usually are based on the type of financial services provided. Fees charged by Fidelity Personal And Workplace Advisors can be comprised of some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 63, Series 65, Certified Financial Planner

Years of Experience

12 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

Nathan Cedarleaf Work History

Nathan has 12 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2012 - Present (7 years)

Fidelity Investments

2010 - 2012 (2 years)

The Huntington Investment Company

2009 - 2009 (< 1 year)

Raymond James Financial Services, Inc

2009 - 2009 (< 1 year)

State Bank Trust

2009 - 2009 (< 1 year)

Raymond James Financial Services Advisors Inc

2009 - 2012 (3 years)

Huntington National Bank

2008 - 2009 (1 year)

Natcity Investments Inc

2006 - 2012 (6 years)

Mnc Properties LLC

Disclosures

Nathan Cedarleaf has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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