Ronald
Seegers

Fidelity Personal And Workplace Advisors

CRD#2867117
Investment Advisor
in Boston, MA
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About this Advisor

Ronald Seegers is a chartered financial consultant who works in Boston, Massachusetts, with 18 years of financial industry experience. Seegers is on the advisory team at Fidelity Personal And Workplace Advisors. Over the course of their career, Seegers has held roles at New York Life Insurance Company, New York Life, Nylife Dist. LLC, Nylife Securities LLC, Eagle Strategies LLC, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Seegers maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Virginia. Fidelity Personal And Workplace Advisors is a financial advisory company based in Boston, Massachusetts. The firm has offices in 25 locations and a total of 6,485 financial advisors. It has $345 billion in assets under management among its 858,130 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves seven charities and foundations. Of its 858,130 client accounts, 68% are held by high-net-worth clients who have at least $1 million in assets. Fidelity Personal And Workplace Advisors provides a broad array 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. A financial advisor's fees largely depend on which service is offered. Fee types charged by Fidelity Personal And Workplace Advisors most likely include any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

18 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 18 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2015 - Present (4 years)

Fidelity Brokerage Services LLC

2013 - 2015 (2 years)

New York Life Insurance Company

2013 - 2015 (2 years)

Nylife Securities LLC

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.

This content was compiled from the SEC and FINRA.

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