Richard
Goebelt

Fidelity Personal And Workplace Advisors

CRD#4115506
Investment Advisor
in Boston, MA
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About this Advisor

Richard Goebelt is a certified financial planner operating in Boston, Massachusetts, who has been in the financial industry for 11 years. Goebelt currently works for Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Charles Schwab Bank, Charles Schwab & Co., Inc, Fidelity Investments and Fidelity Personal And Workplace Advisors. Goebelt maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Ohio and Texas. Fidelity Personal And Workplace Advisors is a registered investment firm that has its headquarters in Boston, Massachusetts. It has offices in 25 locations and a total of 6,485 employees. It administers $345 billion in total assets across its 858,130 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to seven charities and foundations. Of its 858,130 client accounts, 68% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors offers a broad 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. A financial advisor's fees usually are based on the type of services offered. However, fees billed by Fidelity Personal And Workplace Advisors likely consist of any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 66, 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

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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

Richard Goebelt Work History

Richard has 11 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2011 - Present (8 years)

Fidelity Investments

2007 - 2011 (4 years)

Charles Schwab Bank

2007 - 2011 (4 years)

Charles Schwab & Co., Inc

Disclosures

Richard Goebelt has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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