Polly
Sheedy

Fidelity Personal And Workplace Advisors

CRD#4864417
Investment Advisor
in Boston, MA

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About this Advisor

Polly Sheedy is a certified financial planner who lives in Boston, Massachusetts. Currently a registered investment advisor at Fidelity Personal And Workplace Advisors, Sheedy has 12 years of work experience as a financial advisor. Sheedy holds Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Sheedy can serve customers in Massachusetts, Rhode Island and Texas. The advisor has gained experience at Raymond J. Lucia Companies, Inc, First Allied Securities, Inc, Rjl Wealth Management, LLC, Lucia Securities, LLC, Chase Investment Services Corp, J.P. Morgan Securities LLC, Fidelity Investments and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is based out of Boston, Massachusetts, and has 25 additional brick-and-mortar locations in the United States. As a company, Fidelity Personal And Workplace Advisors manages $338 billion in assets throughout 914,878 client accounts and employs more than 6,722 people. The amount of assets the firm manages makes it one of the largest firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 24% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Fidelity Personal And Workplace Advisors offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, 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

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

Polly Sheedy Work History

Polly has 13 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2014 - Present (6 years)

Fidelity Investments

2012 - 2012 (< 1 year)

Chase Investment Services Corp

2012 - 2014 (2 years)

J.P. Morgan Securities LLC

2011 - 2012 (1 year)

Lucia Securities, LLC

2010 - 2012 (2 years)

Rjl Wealth Management, LLC

2008 - 2010 (2 years)

Raymond J. Lucia Companies, Inc

2007 - 2011 (4 years)

First Allied Securities, Inc

Disclosures

Polly Sheedy has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Kara Hohnecker
Boston, MA
Tobe Mccann
Boston, MA
Eric Callahan
Boston, MA
Lauren Campbell
Houston, TX
Michael Verroi
Boston, MA
Austin Johnson
Boston, MA
James Gignac
Boston, MA
Gabrielle D'Angelo
Farmington, MI

This content was compiled from the SEC and FINRA.

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