Patricia
Meland

Fidelity Personal And Workplace Advisors

CRD#4355455
Investment Advisor
in Boston, MA
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About this Advisor

Patricia Meland is a certified financial planner who works out of Boston, Massachusetts, who has been in the financial industry for 24 years. Meland is an employee of Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Marquette Hotel, Ing Financial Advisers, LLC, Ing, Ing Financial Partners, Fidelity Investments and Fidelity Personal And Workplace Advisors. Meland maintains a Series 63 license, designating them as a securities representative, and can operate in Minnesota, Wisconsin and Texas. Fidelity Personal And Workplace Advisors is a registered investment business based in Boston, Massachusetts. The company has offices in 25 locations and a total of 6,485 people on staff. It has $345 billion in assets among its 858,130 customer accounts, placing it among the biggest financial advisory firms in the country 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 investable assets. The company offers a diverse range 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. A financial advisor's fees usually depend on which services are provided. However, fee types charged by Fidelity Personal And Workplace Advisors likely include any combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

24 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

Patricia Meland Work History

Patricia has 24 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2013 - Present (6 years)

Fidelity Investments

2013 - 2013 (< 1 year)

Ing Financial Partners

2005 - 2013 (8 years)

Ing Financial Advisers, LLC

2004 - 2013 (9 years)

Ing

1994 - 2013 (19 years)

Marquette Hotel

Disclosures

Patricia Meland has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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