Nathan
Hess

Fidelity Personal And Workplace Advisors

CRD#3250252
Investment Advisor
in Boston, MA
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About this Advisor

Nathan Hess is a certified financial planner whose office is in Boston, Massachusetts. Currently a registered financial advisor with Fidelity Personal And Workplace Advisors, they have accumulated 20 years of professional experience as a financial advisor. Hess holds a Series 63 license, designating them as a securities broker. Hess is registered to work with customers based out of Texas and Washington. Their career trajectory has included roles at Fidelity Investments Institutional Services Company, Inc, Fidelity Personal And Workplace Advisors and Fidelity Brokerage Services LLC. Fidelity Personal And Workplace Advisors is headquartered in Boston, Massachusetts, and has 25 offices throughout the nation. As a company, Fidelity Personal And Workplace Advisors manages $345 billion in assets across 858,130 client accounts and employs more than 6,485 people. The level of assets currently under the firm's management makes it one of the biggest firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 68% of the investment firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Fidelity Personal And Workplace Advisors can provide 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, Certified Financial Planner

Years of Experience

20 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

Nathan Hess Work History

Nathan has 20 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2008 - Present (11 years)

Fidelity Brokerage Services LLC

1998 - Present (21 years)

Fidelity Investments Institutional Services Company, Inc

Disclosures

Nathan Hess has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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