Phillip
Haslam

Fidelity Personal And Workplace Advisors

CRD#1160489
Investment Advisor
in Boston, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Phillip Haslam is a certified financial planner who works in Boston, Massachusetts, with 29 years of financial industry experience. Haslam currently works for Fidelity Personal And Workplace Advisors. Over the course of their career, Haslam has held roles at Metropolitan Life Insurance Company, Metlife Securities Inc, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Haslam maintains a Series 63 license, designating them as a securities representative, and can work in California and Texas. Fidelity Personal And Workplace Advisors is a registered investment company that has its headquarters in Boston, Massachusetts. It has offices in 25 locations and a total of 6,722 financial advisors. It controls $338 billion in assets under management between its 914,878 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves eight charities and foundations. Of its 914,878 customer accounts, 24% are associated with high-net-worth investors who have more than $1 million in investable assets. The business offers a wide array 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 advisory fee schedules typically depend on which service is provided. However, fee types charged by Fidelity Personal And Workplace Advisors can include asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

30 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

Phillip Haslam Work History

Phillip has 30 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2015 - Present (5 years)

Fidelity Brokerage Services LLC

1990 - 2014 (24 years)

Metropolitan Life Insurance Company

1990 - 2014 (24 years)

Metlife Securities Inc

Disclosures

Phillip Haslam has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Taylor Moroz
Salt Lake City, UT
Anthony Antinori
Boston, MA
Eric Callahan
Boston, MA
Brandon Matthews
Boston, MA
Saunie Darlington
Boston, MA
Samantha Norton
Boston, MA
Lauren Campbell
Houston, TX
Andrew Meade
Boston, MA

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