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 in Boston, Massachusetts. Currently a registered investment advisor with Fidelity Personal And Workplace Advisors, Goebelt has 12 years of professional experience as a financial advisor. Goebelt has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Goebelt is able to work with clients in Ohio and Texas. Over the course of their career, they have held roles at Charles Schwab & Co., Inc, Charles Schwab Bank, Fidelity Investments and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is headquartered in Boston, Massachusetts, and operates out of 25 locations in the nation. As a company, Fidelity Personal And Workplace Advisors oversees $338 billion in assets across 914,878 accounts and retains more than 6,722 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 24% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in investable 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 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

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 13 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2011 - Present (9 years)

Fidelity Investments

2007 - 2011 (4 years)

Charles Schwab & Co., Inc

2007 - 2011 (4 years)

Charles Schwab Bank

Disclosures

Richard Goebelt has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Vivian Skawinski
Naperville, IL
John Kuntz
Boston, MA
Andrew Meade
Boston, MA
Sarah Sherman
Boston, MA
Jennifer Lake
Dallas, TX
Kevin Toohey
Boston, MA
Justin Syers
Boston, MA
Melissa Christensen
Boston, MA

This content was compiled from the SEC and FINRA.

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