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 operating out of Boston, Massachusetts, who has been in the financial industry for 25 years. Meland is currently employed by Fidelity Personal And Workplace Advisors. Throughout their career, Meland has worked at Marquette Hotel, Ing Financial Advisers, LLC, Ing, Ing Financial Partners, Fidelity Investments and Fidelity Personal And Workplace Advisors. Meland holds a Series 63 license, qualifying them as a securities agent, and is approved to serve investors in Minnesota, Texas and Wisconsin. Fidelity Personal And Workplace Advisors is a registered investment firm headquartered in Boston, Massachusetts. The firm has offices in 25 locations and a total of 6,722 employees. It administers $338 billion in total assets between its 914,878 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves eight charities and foundations. Of its 914,878 client accounts, 24% belong to high-net-worth investors who have at least $1 million in investable assets. The firm has a wide set 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. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types billed by Fidelity Personal And Workplace Advisors likely are comprised of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

26 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

Patricia Meland Work History

Patricia has 26 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2013 - Present (7 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 no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Jeffrey Jackson
Englewood, CO
Alexandra Campbell
Highland Park, IL
Joshua Hardtke
Boston, MA
Earnest Jackson
Boston, MA
Paulo De Souza
Boston, MA
William Jones
Boston, MA
Kara Hohnecker
Boston, MA
David Motola
Boston, MA

This content was compiled from the SEC and FINRA.

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