Robert
Daly

Fidelity Personal And Workplace Advisors

CRD#6214921
Investment Advisor
in Boston, MA
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About this Advisor

Robert Daly is a certified financial planner located in Boston, Massachusetts. Currently an investment advisor at Fidelity Personal And Workplace Advisors, Daly has 15 years of professional experience as a registered investment advisor. Daly holds a Series 63 license, qualifying the advisor as a securities representative. Daly is registered to serve clients in Massachusetts and Texas. During their career, Daly has held roles at Fidelity Investments, Wake Forest University, Carver High School, Mullen, Cone Communications, The Home Depot, United States Soccer Federation and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is based out of Boston, Massachusetts, and has 25 additional offices in the country. Overall, Fidelity Personal And Workplace Advisors manages $345 billion in assets throughout 858,130 client accounts and retains more than 6,485 people. The amount of assets the firm manages makes it one of the biggest financial 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 investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Fidelity Personal And Workplace Advisors can provide 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's fees may include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

15 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

Robert Daly Work History

Robert has 15 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2013 - Present (6 years)

Fidelity Investments

2012 - 2012 (0 years)

Mullen

2012 - 2012 (0 years)

Cone Communications

2010 - 2010 (0 years)

The Home Depot

2009 - 2013 (4 years)

Wake Forest University

2005 - 2009 (4 years)

Carver High School

2003 - 2013 (10 years)

United States Soccer Federation

Disclosures

Robert Daly has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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