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 who works out of Boston, Massachusetts, who has been in the financial industry for 16 years. Daly is an employee of Fidelity Personal And Workplace Advisors. Over the course of their career, they have held roles at Fidelity Investments, Wake Forest University, Mullen, Cone Communications, The Home Depot, United States Soccer Federation and Fidelity Personal And Workplace Advisors. Daly maintains a Series 63 license, designating them as a securities representative, and is registered to work in Massachusetts and Texas. Fidelity Personal And Workplace Advisors is a registered investment company that has its headquarters in Boston, Massachusetts. It has offices in 25 locations and a total of 6,722 employees. It handles $338 billion in assets across its 914,878 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises eight charitable organizations. Of its 914,878 client accounts, 24% are associated with high-net-worth individuals who have at least $1 million in assets. The company performs a diverse 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. Financial management fees usually are based on which services the firm provides the client. Fees charged by Fidelity Personal And Workplace Advisors can include 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 Daly Work History

Robert has 17 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2013 - Present (7 years)

Fidelity Investments

2012 - 2012 (< 1 year)

Mullen

2012 - 2012 (< 1 year)

Cone Communications

2010 - 2010 (< 1 year)

The Home Depot

2009 - 2013 (4 years)

Wake Forest University

2003 - 2013 (10 years)

United States Soccer Federation

Disclosures

Robert Daly has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Kara Hohnecker
Boston, MA
Tobe Mccann
Boston, MA
Eric Callahan
Boston, MA
Lauren Campbell
Houston, TX
Michael Verroi
Boston, MA
Austin Johnson
Boston, MA
James Gignac
Boston, MA
Gabrielle D'Angelo
Farmington, MI

This content was compiled from the SEC and FINRA.

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