Robert
Deangelis

Fidelity Personal And Workplace Advisors

CRD#6024271
Investment Advisor
in Boston, MA
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About this Advisor

Robert Deangelis is a certified financial planner operating in Boston, Massachusetts, who has been in the industry for 13 years. Deangelis works at Fidelity Personal And Workplace Advisors. The advisor has gained experience at Saint Anselm College, Fidelity Investments, Quincy Recreation Department, More Than Wheels, Liberty Mutual Insurance Company and Fidelity Personal And Workplace Advisors. Deangelis holds a Series 63 license, designating them as a securities agent, and is able to operate in Massachusetts and Texas. Fidelity Personal And Workplace Advisors is an advisory business based out of Boston, Massachusetts. The investment advisory business has offices in 25 locations and a total of 6,485 financial advisors. It administers $345 billion in total assets among its 858,130 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to seven charities and foundations. Of its 858,130 customer accounts, 68% belong to high-net-worth clients who have greater than $1 million in investable assets. Fidelity Personal And Workplace Advisors offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial management usually are based on the type of services. However, fees charged by Fidelity Personal And Workplace Advisors likely include some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

13 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 Deangelis Work History

Robert has 13 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2012 - Present (7 years)

Fidelity Investments

2011 - 2011 (0 years)

Liberty Mutual Insurance Company

2010 - 2010 (0 years)

More Than Wheels

2010 - 2011 (1 years)

Liberty Mutual Insurance Company

2008 - 2011 (3 years)

Saint Anselm College

2007 - 2011 (4 years)

Saint Anselm College

2005 - 2010 (5 years)

Quincy Recreation Department

Disclosures

Robert Deangelis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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