Ronald
Seegers

Fidelity Personal And Workplace Advisors

CRD#2867117
Investment Advisor
in Boston, MA

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About this Advisor

Ronald Seegers is an advisor whose office is in Boston, Massachusetts. Currently an investment advisor at Fidelity Personal And Workplace Advisors, Seegers has 19 years of professional experience as a financial advisor. Seegers holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Seegers is registered to work with clients in Virginia. During their career, the advisor has held roles at New York Life, Nylife Dist. LLC, Nylife Securities LLC, New York Life Insurance Company, Eagle Strategies LLC, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is headquartered in Boston, Massachusetts, and operates out of 25 locations in the country. As a company, Fidelity Personal And Workplace Advisors manages $338 billion in assets covering 914,878 client accounts and retains more than 6,722 people. The firm's total assets under management places it among the largest investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 24% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Fidelity Personal And Workplace Advisors offers 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 may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

20 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

Ronald Seegers Work History

Ronald has 20 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2015 - Present (5 years)

Fidelity Brokerage Services LLC

2013 - 2015 (2 years)

Nylife Securities LLC

2013 - 2015 (2 years)

New York Life Insurance Company

2013 - 2015 (2 years)

Eagle Strategies LLC

2003 - 2011 (8 years)

Nylife Dist. LLC

2000 - 2011 (11 years)

New York Life

Disclosures

Ronald Seegers has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Jacob Streeter
Boston, MA
Anthony Mish
Boston, MA
Andrew Kazanowski
Boston, MA
Kevin Boe
Naples, FL
Kara Hohnecker
Boston, MA
Austin Johnson
Boston, MA
Lauren Campbell
Houston, TX
Andrew Meade
Boston, MA

This content was compiled from the SEC and FINRA.

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