Peter
Rushton

Fidelity Personal And Workplace Advisors

CRD#2101969
Investment Advisor
in Boston, MA
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About this Advisor

Peter Rushton is a certified financial planner based out of Boston, Massachusetts, with a total of 25 years of professional experience. Rushton works at Fidelity Personal And Workplace Advisors. Over the course of their career, Rushton has held roles at Fidelity Brokerage Services, Inc and Fidelity Personal And Workplace Advisors. Rushton maintains a Series 63 license, certifying them as a securities broker, and is registered to serve investors in Massachusetts and Texas. Fidelity Personal And Workplace Advisors is a financial advisory firm that has its headquarters in Boston, Massachusetts. The firm has offices in 25 locations and a total of 6,485 advisors. It handles $345 billion in assets under management across its 858,130 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves seven charities and foundations. Of its 858,130 customer accounts, 68% belong to high-net-worth individuals who have at least $1 million in investable assets. The firm offers a broad 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. Financial management fees typically are based on the type of services. Fee types billed by Fidelity Personal And Workplace Advisors most likely include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

25 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

Yes

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

Peter Rushton Work History

Peter has 25 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

1993 - Present (26 years)

Fidelity Brokerage Services, Inc

Disclosures

Peter Rushton has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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