Robert
Chwalk

Fidelity Personal And Workplace Advisors

CRD#2352309
Investment Advisor
in Boston, MA

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About this Advisor

Robert Chwalk is a certified financial planner who works out of Boston, Massachusetts, with 16 years of financial industry experience. Chwalk is on the advisory team at Fidelity Personal And Workplace Advisors. Over the course of their career, they have held roles at Ubs Financial Services Inc, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Chwalk holds a Series 63 license, designating them as a securities representative, and is registered to operate in Connecticut, Delaware, District Of Columbia, Maryland, New Jersey, Pennsylvania and Virginia. Fidelity Personal And Workplace Advisors is a financial advisory firm operating in Boston, Massachusetts. The company has offices in 25 locations and a total of 6,722 employees. It manages $338 billion in assets under management between its 914,878 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves eight charities and foundations. Of its 914,878 accounts, 24% belong to high-net-worth investors who have more than $1 million in investable assets. Fidelity Personal And Workplace Advisors provides a wide assortment of services, including 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 vary depending on the type of financial services. Fee types billed by Fidelity Personal And Workplace Advisors likely are comprised of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

17 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

Robert Chwalk Work History

Robert has 17 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2014 - Present (6 years)

Fidelity Brokerage Services LLC

2003 - 2014 (11 years)

Ubs Financial Services Inc

Disclosures

Robert Chwalk has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Alexandra Campbell
Highland Park, IL
Cole Bridges
Boston, MA
Anthony Antinori
Boston, MA
Soojin Hwang
Portland, OR
Shannon Kelly
Boston, MA
Jennifer Lake
Dallas, TX
Anthony Mish
Boston, MA
Saunie Darlington
Boston, MA

This content was compiled from the SEC and FINRA.

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