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 working in Boston, Massachusetts, with a total of 13 years in the industry. Safrit works at Fidelity Personal And Workplace Advisors. Throughout their career, Safrit has worked 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. Safrit maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Fidelity Personal And Workplace Advisors is an advisory company based out of Boston, Massachusetts. The investment advisory business has offices in 25 locations and a total of 6,485 employees. It has $345 billion in assets among its 858,130 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves seven charitable organizations. Of its 858,130 client accounts, 68% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm has a wide set 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. Financial advisory fees typically depend on the type of financial services offered. However, fees billed by Fidelity Personal And Workplace Advisors likely consist of any combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

13 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 13 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2014 - Present (5 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.

This content was compiled from the SEC and FINRA.

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