Nicholas
Stevens

Fidelity Personal And Workplace Advisors

CRD#5147260
Investment Advisor
in Boston, MA
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About this Advisor

Nicholas Stevens is a certified financial planner who works in Boston, Massachusetts, who has 12 years of professional experience. Stevens works at Fidelity Personal And Workplace Advisors. Over the course of their career, Stevens has held roles at Allen & Co, Fidelity Investments and Fidelity Personal And Workplace Advisors. Stevens has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Massachusetts and Texas. Fidelity Personal And Workplace Advisors is a registered investment firm that has its headquarters in Boston, Massachusetts. It has offices in 25 locations and a total of 6,485 advisors. It controls $345 billion in assets across its 858,130 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises seven charitable organizations. Of its 858,130 customer accounts, 68% belong to high-net-worth clients who have more than $1 million in assets. The company offers a broad assortment of services, such as 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 fee schedules largely are based on which services the firm provides the client. Fee types billed by Fidelity Personal And Workplace Advisors most likely consist of any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 66, 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

Nicholas Stevens Work History

Nicholas has 12 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2009 - Present (10 years)

Fidelity Investments

2006 - 2009 (3 years)

Allen & Co

Disclosures

Nicholas Stevens has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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