Fidelity Personal And Workplace Advisors
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About this Advisor
Robert Abbott is a financial advisor operating in Westwood, Massachusetts with a total of 1 year of relevant experience. Abbott works at Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Nylife Securities LLC, New York Life Insurance Company, Ifocusfinancial, Eagle Strategies LLC, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Axa Advisors, LLC, Equitable Advisors, LLC and Fidelity Investments. Abbott holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Massachusetts and Texas. Fidelity Personal And Workplace Advisors is an advisory business operating out of Boston, MA. The company has offices in 3,093 locations and a total of 13,507 financial advisors. It oversees $653 billion in assets among its 1,712,247 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 11 charities and foundations. Of its 1,712,247 accounts, 31% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The company provides a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors usually are based on which services are provided. However, fee types charged by Fidelity Personal And Workplace Advisors likely consist of asset-based and fixed fees.
Certifications and Registrations
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Fidelity Personal And Workplace Advisors Brokerage Details
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
Robert Abbott Work History
Robert has been registered as a financial advisor for 1 years.*
Axa Advisors, LLC
Equitable Advisors, LLC
Tiaa-Cref Individual & Institutional Services, LLC
Nylife Securities LLC
New York Life Insurance Company
Eagle Strategies LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Robert Abbott to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fidelity Personal And Workplace Advisors
Rancho Cucamonga, CA
Fort Lauderdale, FL
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