Paul
Covelski

Fidelity Personal And Workplace Advisors

CRD#4829594
Investment Advisor
in Boston, MA
Are you Paul Covelski? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Paul Covelski is a certified financial planner based in Boston, Massachusetts, who has 11 years in the industry. Covelski is currently employed by Fidelity Personal And Workplace Advisors. Over the course of their career, they have held roles at Fidelity Personal And Workplace Advisors and Fidelity Brokerage Services LLC. Covelski holds a Series 63 license, qualifying them as a securities representative, and is registered to advise clients in Florida and Texas. Fidelity Personal And Workplace Advisors is a registered investment firm operating in Boston, Massachusetts. The investment advisory business has offices in 25 locations and a total of 6,485 financial advisors. It manages $345 billion in total assets among its 858,130 customer accounts, placing it among the largest firms in the country by assets under management. The firm provides services to seven charitable organizations. Of its 858,130 accounts, 68% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Fidelity Personal And Workplace Advisors performs a wide assortment of services, such as 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 advisory services vary depending on which services are provided. Fee types charged by Fidelity Personal And Workplace Advisors likely are comprised of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, 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

Disclosures

No

Office Location

245 Summer Street, V2A
Boston, MA 02210

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Paul Covelski Work History

Paul has 11 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2007 - Present (12 years)

Fidelity Brokerage Services LLC

Disclosures

Paul Covelski has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started