Rob
White

Fidelity Personal And Workplace Advisors

CRD#4411002
Investment Advisor
in Boston, MA
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About this Advisor

Rob White is a certified financial planner located in Boston, Massachusetts. Currently a registered financial advisor at Fidelity Personal And Workplace Advisors, they have accrued 14 years of practice as a financial advisor. White holds Series 63 and Series 66 licenses, designating the advisor as a securities broker. White can serve customers in Kentucky and Minnesota. During their career, the advisor has held roles at Fidelity Brokerage Services and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is located in Boston, Massachusetts, and operates out of 25 additional locations throughout the country. Overall, Fidelity Personal And Workplace Advisors oversees $345 billion in assets across 858,130 accounts and retains more than 6,485 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 68% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $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, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

14 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, Others

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

$344,922,585,757

MA Average: $16,012,751,954
Total Number of Employees

6,485

MA Average: 118
Total Number of Accounts

858,130

MA Average: 4,567
Average Account Size

$401,947

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

Rob White Work History

Rob has 14 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2004 - Present (15 years)

Fidelity Brokerage Services

Disclosures

Rob White has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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