Patrick
O'Keefe

Fidelity Personal And Workplace Advisors

CRD#5382950
Investment Advisor
in Boston, MA

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About this Advisor

Patrick O'Keefe is a certified financial planner whose office is in Boston, Massachusetts. Currently an advisor with Fidelity Personal And Workplace Advisors, O'Keefe has 12 years of experience as a registered investment advisor. O'Keefe has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. O'Keefe can advise clients in New Jersey and Texas. The advisor has gained experience at Metlife Securities Inc, Chase Investment Services Corp, Fidelity Investments and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is located in Boston, Massachusetts, and operates out of 25 additional offices in the United States. In aggregate, Fidelity Personal And Workplace Advisors oversees $338 billion in assets covering 914,878 client accounts and employs more than 6,722 people. The firm's total assets under management makes it one of the biggest firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 24% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Fidelity Personal And Workplace Advisors offers 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 may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 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 O'Keefe Work History

Patrick has 13 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2011 - Present (9 years)

Fidelity Investments

2010 - 2011 (1 year)

Chase Investment Services Corp

2007 - 2010 (3 years)

Metlife Securities Inc

Disclosures

Patrick O'Keefe has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Jacob Streeter
Boston, MA
Trent Williams
Boston, MA
Darius Mcmillan
Alexandria, VA
David Motola
Boston, MA
Justin Kreitel
Boston, MA
Joshua Hardtke
Boston, MA
Eric Callahan
Boston, MA
Michael Verroi
Boston, MA

This content was compiled from the SEC and FINRA.

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