Noah
Schwartz

Fidelity Personal And Workplace Advisors

CRD#4273213
Investment Advisor
in Boston, MA

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About this Advisor

Noah Schwartz is a certified financial planner operating in Boston, Massachusetts, who has nine years of professional experience. Schwartz works at Fidelity Personal And Workplace Advisors. Throughout their career, they have worked at Fidelity Brokerage Services, LLC and Fidelity Personal And Workplace Advisors. Schwartz maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas. Fidelity Personal And Workplace Advisors is a company headquartered in Boston, Massachusetts. The company has offices in 25 locations and a total of 6,722 people on staff. It controls $338 billion in total assets across its 914,878 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to eight charitable organizations. Of its 914,878 accounts, 24% belong to high-net-worth clients who have greater than $1 million in assets. Fidelity Personal And Workplace Advisors provides a number 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 management fee schedules typically depend on the type of financial services. However, fee types billed by Fidelity Personal And Workplace Advisors most likely consist of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 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

Yes

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

Noah Schwartz Work History

Noah has 10 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2010 - Present (10 years)

Fidelity Brokerage Services, LLC

Disclosures

Noah Schwartz has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

David Motola
Boston, MA
Saunie Darlington
Boston, MA
Jennifer Lake
Dallas, TX
Cole Bridges
Boston, MA
Andrew Meade
Boston, MA
Gabrielle D'Angelo
Farmington, MI
Sam Grosser
Miami, FL
Soojin Hwang
Portland, OR

This content was compiled from the SEC and FINRA.

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