Patrick
Rogan

Fidelity Personal And Workplace Advisors

CRD#5824345
Investment Advisor
in Boston, MA
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About this Advisor

Patrick Rogan is a certified financial planner who works in Boston, Massachusetts, with 12 years of professional experience. Rogan is currently employed by Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at The Vanguard Group, Inc, La Fitness, Music And Arts, Fidelity Personal And Workplace Advisors, Bally Total Fitness, Capital One Investment Services, LLC and Fidelity Brokerage Services LLC. Rogan has a Series 63 license, which qualifies them as a securities agent, and is able to advise clients in Pennsylvania. Fidelity Personal And Workplace Advisors is an advisory business operating out of Boston, Massachusetts. The firm has offices in 25 locations and a total of 6,485 financial advisors. It handles $345 billion in total assets among its 858,130 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to seven charitable organizations. Of its 858,130 accounts, 68% belong to high-net-worth individuals who have more than $1 million in assets. Fidelity Personal And Workplace Advisors 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. Financial advisory fees vary depending on the type of services provided. However, fee types billed by Fidelity Personal And Workplace Advisors most likely consist of some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, 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 Rogan Work History

Patrick has 12 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2017 - Present (2 years)

Fidelity Brokerage Services LLC

2015 - 2017 (2 years)

Capital One Investment Services, LLC

2010 - 2015 (5 years)

The Vanguard Group, Inc

2009 - 2010 (1 year)

Music And Arts

2009 - 2009 (< 1 year)

Bally Total Fitness

2006 - 2012 (6 years)

La Fitness

Disclosures

Patrick Rogan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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