Paul
Laskey

Fidelity Personal And Workplace Advisors

CRD#1474177
Investment Advisor
in Boston, MA
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About this Advisor

Paul Laskey is a certified financial planner who works out of Boston, Massachusetts, with a total of 13 years in the industry. Laskey is an advisor for Fidelity Personal And Workplace Advisors. Over the course of their career, Laskey has held roles at Raymond James Financial Services, Inc, First Financial, Parla Properties, Raymond James Financial Services Advisors, Inc, Pnc Bank, Pnc Investments, Chase Investments Services Corp, J.P. Morgan Securities LLC, U.S. Bancorp Investments, Inc and Fidelity Personal And Workplace Advisors. Laskey maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to serve investors in Kentucky and Texas. Fidelity Personal And Workplace Advisors is a financial advisory business that has its headquarters in Boston, Massachusetts. The company has offices in 25 locations and a total of 6,485 employees. It handles $345 billion in assets under management among its 858,130 client accounts, placing it among the biggest firms in the United States by assets under management. The firm advises seven charitable organizations. Of its 858,130 accounts, 68% are associated with high-net-worth investors who have greater than $1 million in assets. Fidelity Personal And Workplace Advisors performs a diverse range 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 charged by financial advisors typically vary depending on which services the firm provides the client. Fees billed by Fidelity Personal And Workplace Advisors can include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, 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, 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

Paul Laskey Work History

Paul has 13 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2016 - Present (3 years)

Fidelity Brokerage Services, LLC

2013 - 2016 (3 years)

U.S. Bancorp Investments, Inc

2012 - 2013 (1 years)

J.P. Morgan Securities LLC

2011 - 2012 (1 years)

Chase Investments Services Corp

2010 - 2011 (1 years)

Pnc Bank

2010 - 2011 (1 years)

Pnc Investments

2009 - 2010 (1 years)

Raymond James Financial Services Advisors, Inc

2005 - 2010 (5 years)

Raymond James Financial Services, Inc

2005 - 2010 (5 years)

First Financial

2005 - 2010 (5 years)

Parla Properties

Disclosures

Paul Laskey has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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