Ryan
Flaten

Fidelity Personal And Workplace Advisors

CRD#5938211
Investment Advisor
in Boston, MA
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About this Advisor

Ryan Flaten is a certified financial planner operating out of Boston, Massachusetts, with 10 years in the industry. Flaten is currently employed by Fidelity Personal And Workplace Advisors. During their career, Flaten has held roles at Sprint Nextel Corporation, Ameriprise Financial Services, Inc, Fidelity Personal And Workplace Advisors and Fidelity Brokerage Services LLC. Flaten has a Series 63 license, qualifying them as a securities representative, and is able to work in Minnesota and Texas. Fidelity Personal And Workplace Advisors is a financial advisory business based out of Boston, Massachusetts. The company has offices in 25 locations and a total of 6,485 financial advisors. It handles $345 billion in total assets between its 858,130 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 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 available to invest. The business provides a broad assortment 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 charged by financial advisors largely vary depending on which services are provided. Fee types charged by Fidelity Personal And Workplace Advisors most likely include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

10 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

Yes

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

Ryan Flaten Work History

Ryan has 10 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2016 - Present (3 years)

Fidelity Brokerage Services LLC

2011 - 2016 (5 years)

Ameriprise Financial Services, Inc

2008 - 2011 (3 years)

Sprint Nextel Corporation

Disclosures

Ryan Flaten has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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