Norman
Townsend

Fidelity Personal And Workplace Advisors

CRD#4182373
Investment Advisor
in Boston, MA
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About this Advisor

Norman Townsend is a certified financial planner who works in Boston, Massachusetts, who has been in the financial industry for 12 years. Townsend is currently employed by Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Wachovia Securities, LLC, Pnc Investments, Fidelity Investments and Fidelity Personal And Workplace Advisors. Townsend holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Maryland and Texas. Fidelity Personal And Workplace Advisors is a company operating in Boston, Massachusetts. The company has offices in 25 locations and a total of 6,485 employees. It administers $345 billion in total assets among its 858,130 customer accounts, placing it among 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% belong to high-net-worth clients who have more than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors performs a number 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 largely vary depending on which services the firm provides the client. However, fees charged by Fidelity Personal And Workplace Advisors most likely are comprised of some combination 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, Others

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

$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

Norman Townsend Work History

Norman has 12 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2011 - 2011 (0 years)

Pnc Investments

2011 - Present (8 years)

Fidelity Investments

2006 - 2011 (5 years)

Wachovia Securities, LLC

Disclosures

Norman Townsend has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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