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 working out of Boston, Massachusetts, who has been in the industry for 11 years. Farren is currently employed by Fidelity Personal And Workplace Advisors. The advisor has gained experience at Fidelity Brokerage Services, LLC and Fidelity Personal And Workplace Advisors. Farren maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to work in Pennsylvania and Texas. Fidelity Personal And Workplace Advisors is a business headquartered in Boston, Massachusetts. It has offices in 25 locations and a total of 6,722 financial advisors. It manages $338 billion in assets among its 914,878 accounts, making it one of the biggest firms in the nation by assets under management. The firm advises eight charitable organizations. Of its 914,878 client accounts, 24% belong to high-net-worth investors who have greater than $1 million in investable assets. The company offers 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. A financial advisor's fee schedules largely vary depending on which service is provided. However, fee types charged by Fidelity Personal And Workplace Advisors can consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, 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

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

Patrick Farren Work History

Patrick has 12 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2008 - Present (12 years)

Fidelity Brokerage Services, LLC

Disclosures

Patrick Farren has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Yasemin Under
Boston, MA
Gabrielle D'Angelo
Farmington, MI
Lauren Campbell
Houston, TX
Noah Schwartz
Boston, MA
Christopher Han
Boston, MA
Taylor Moroz
Salt Lake City, UT
Hedy Zahran
Bridgewater, NJ
Eric Callahan
Boston, MA

This content was compiled from the SEC and FINRA.

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