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 operating in Boston, Massachusetts, who has 11 years of financial industry experience. O'Keefe currently works for Fidelity Personal And Workplace Advisors. Throughout their career, they have worked at Metlife Securities Inc, Chase Investment Services Corp, Fidelity Investments and Fidelity Personal And Workplace Advisors. O'Keefe maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey and Texas. Fidelity Personal And Workplace Advisors is a financial advisory company headquartered in Boston, Massachusetts. The investment advisory business has offices in 25 locations and a total of 6,485 financial advisors. It has $345 billion in total assets among its 858,130 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises seven charitable organizations. Of its 858,130 customer accounts, 68% are held by high-net-worth investors who have at least $1 million in investable assets. Fidelity Personal And Workplace Advisors provides 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. Fees for financial management typically are based on the type of services provided. However, fee types charged by Fidelity Personal And Workplace Advisors likely include any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 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 O'Keefe Work History

Patrick has 11 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2011 - Present (8 years)

Fidelity Investments

2010 - 2011 (1 years)

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.

This content was compiled from the SEC and FINRA.

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