Patrick
Farren

Fidelity Personal And Workplace Advisors

CRD#4417624
Investment Advisor
in Boston, MA
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About this Advisor

Patrick Farren is a certified financial planner based in Boston, Massachusetts. Currently a registered advisor with Fidelity Personal And Workplace Advisors, they have accrued 10 years of professional experience. Farren maintains Series 63 and Series 66 licenses, certifying them as a securities broker. Farren can advise investors based out of Pennsylvania and Texas. Over the course of their career, they have held roles at Fidelity Brokerage Services, LLC and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is based out of Boston, Massachusetts, and operates out of 25 other offices across the nation. As a company, Fidelity Personal And Workplace Advisors manages $345 billion in assets throughout 858,130 client accounts and employs more than 6,485 people. The firm's total assets under management makes it one of the biggest firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 68% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Fidelity Personal And Workplace Advisors can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, 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, 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

Patrick Farren Work History

Patrick has 10 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2008 - Present (11 years)

Fidelity Brokerage Services, LLC

Disclosures

Patrick Farren has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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