Nicholas
Safrit

Fidelity Personal And Workplace Advisors

CRD#4886742
Investment Advisor
in Boston, MA

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About this Advisor

Nicholas Safrit is a certified financial planner in Boston, Massachusetts. Currently a registered financial advisor at Fidelity Personal And Workplace Advisors, Safrit has 14 years of experience as a registered investment advisor. Safrit holds a Series 66 license, designating them as both a securities agent and an investment advisor representative. Safrit can advise clients in California. During their career, the advisor has held roles at Charles Schwab & Co, Charles Schwab Bank, Elliott Davis Brokerage Services, LLC, Ellliott Davis Investment Advsory Services, LLC, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is based out of Boston, Massachusetts, and has 25 other offices throughout the nation. In aggregate, Fidelity Personal And Workplace Advisors oversees $338 billion in assets throughout 914,878 client accounts and retains more than 6,722 people. The firm's total assets under management makes it one of the largest financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 24% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Fidelity Personal And Workplace Advisors provides 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 and fixed fees.

Certifications and Registrations

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

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

Nicholas Safrit Work History

Nicholas has 15 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2014 - Present (6 years)

Fidelity Brokerage Services LLC

2010 - 2014 (4 years)

Elliott Davis Brokerage Services, LLC

2010 - 2014 (4 years)

Ellliott Davis Investment Advsory Services, LLC

2005 - 2010 (5 years)

Charles Schwab & Co

2005 - 2010 (5 years)

Charles Schwab Bank

Disclosures

Nicholas Safrit has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Christopher Han
Boston, MA
Anthony Antinori
Boston, MA
Gabrielle D'Angelo
Farmington, MI
Ryan Osterloh
Boston, MA
Earnest Jackson
Boston, MA
Josh Botana
Roanoke, TX
Kevin Toohey
Boston, MA
Samuel Taylor
Mc Lean, VA

This content was compiled from the SEC and FINRA.

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