Robert
Ewing

Fidelity Personal And Workplace Advisors

CRD#4332373
Investment Advisor
in Boston, MA
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About this Advisor

Robert Ewing is a certified financial planner who works out of Boston, Massachusetts, who has been in the industry for 11 years. Ewing is currently employed by Fidelity Personal And Workplace Advisors. Over the course of their career, they have held roles at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney, The Oak Ridge Financial Services Group, Inc, Allianz Life Insurance Company Of North America, Allianz Life Financial Services LLC, J.P. Morgan Securities LLC, Fidelity Personal And Workplace Advisors and Fidelity Investments. Ewing holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona and Texas. Fidelity Personal And Workplace Advisors is a business based out of Boston, Massachusetts. The firm has offices in 25 locations and a total of 6,485 financial advisors. It has $345 billion in total assets among its 858,130 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises seven charitable organizations. Of its 858,130 customer accounts, 68% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company provides 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. Financial management fees largely are based on which service is provided. Fees billed by Fidelity Personal And Workplace Advisors can include some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

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, 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 Ewing Work History

Robert has 11 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2015 - Present (4 years)

Fidelity Investments

2014 - 2015 (1 years)

J.P. Morgan Securities LLC

2010 - 2014 (4 years)

Allianz Life Insurance Company Of North America

2010 - 2014 (4 years)

Allianz Life Financial Services LLC

2009 - 2009 (0 years)

Morgan Stanley Smith Barney

2009 - 2010 (1 years)

The Oak Ridge Financial Services Group, Inc

2007 - 2009 (2 years)

Morgan Stanley & Co., Inc

Disclosures

Robert Ewing has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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