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, with 13 years of professional experience. Schwartz is an employee of Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Chicago Investment Group, Fidelity Brokerage Services, LLC and Fidelity Personal And Workplace Advisors. Schwartz has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Fidelity Personal And Workplace Advisors is an advisory company based in Boston, Massachusetts. The firm has offices in 25 locations and a total of 6,485 people on staff. It administers $345 billion in assets under management among its 858,130 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises seven charities and foundations. Of its 858,130 client accounts, 68% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The company performs 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. Fees charged by financial advisors usually depend on which services are provided. However, fees billed by Fidelity Personal And Workplace Advisors likely include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, 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, Others

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

$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

Noah Schwartz Work History

Noah has 13 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2010 - Present (9 years)

Fidelity Brokerage Services, LLC

2005 - 2009 (4 years)

Chicago Investment Group

Disclosures

Noah Schwartz has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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