Robert
Ewing

Fidelity Personal And Workplace Advisors

CRD#4332373
Investment Advisor
in Boston, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Robert Ewing is a financial advisor based out of Boston, Massachusetts, who has 10 years in the industry. Ewing works at Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Allianz Life Financial Services LLC, The Oak Ridge Financial Services Group, Inc, Allianz Life Insurance Company Of North America, J.P. Morgan Securities LLC, Fidelity Investments and Fidelity Personal And Workplace Advisors. Ewing has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Arizona and Texas. Fidelity Personal And Workplace Advisors is a company based out of Boston, Massachusetts. It has offices in 25 locations and a total of 6,722 people on staff. It has $338 billion in total assets among its 914,878 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises eight charities and foundations. Of its 914,878 accounts, 24% are held by high-net-worth clients who have greater than $1 million in investable assets. Fidelity Personal And Workplace Advisors performs a number 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. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees charged by Fidelity Personal And Workplace Advisors most likely include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 Ewing Work History

Robert has 11 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2015 - Present (5 years)

Fidelity Investments

2014 - 2015 (1 year)

J.P. Morgan Securities LLC

2010 - 2014 (4 years)

Allianz Life Financial Services LLC

2010 - 2014 (4 years)

Allianz Life Insurance Company Of North America

2009 - 2010 (1 year)

The Oak Ridge Financial Services Group, Inc

Disclosures

Robert Ewing has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Michael Masalehdani
Boston, MA
Austin Johnson
Boston, MA
Gabrielle D'Angelo
Farmington, MI
Vivian Skawinski
Naperville, IL
Soojin Hwang
Portland, OR
Justin Kreitel
Boston, MA
Michael Verroi
Boston, MA
Michael Bechard
Latonia, KY

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started