Ryan
Kerr

Fidelity Personal And Workplace Advisors

CRD#4103258
Investment Advisor
in Boston, MA
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About this Advisor

Ryan Kerr is a certified financial planner operating in Boston, Massachusetts, who has 13 years of work experience. Kerr works at Fidelity Personal And Workplace Advisors. Kerr has gained experience at Fidelity Brokerage Services LLC, Strategic Advisors Inc, Charles Schwab & Co., Inc, Charles Schwab Bank, Fidelity Personal And Workplace Advisors, Edward Jones and Fidelity Brokerage Services, LLC. Kerr has Series 66 and Series 63 licenses, designating them as a securities agent, and is registered to advise clients in New Hampshire and Texas. Fidelity Personal And Workplace Advisors is a financial advisory business headquartered in Boston, Massachusetts. The company has offices in 25 locations and a total of 6,485 people on staff. It manages $345 billion in assets among its 858,130 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises seven charitable organizations. Of its 858,130 customer accounts, 68% are held by high-net-worth individuals who have at least $1 million in investable assets. The business performs a number 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 for financial management largely vary depending on which service is provided. Fee types charged by Fidelity Personal And Workplace Advisors can include some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Series 63, Certified Financial Planner

Years of Experience

13 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

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

$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

Ryan Kerr Work History

Ryan has 13 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2015 - Present (4 years)

Fidelity Brokerage Services, LLC

2015 - 2015 (< 1 year)

Edward Jones

2012 - 2015 (3 years)

Charles Schwab & Co., Inc

2012 - 2015 (3 years)

Charles Schwab Bank

2006 - 2012 (6 years)

Strategic Advisors Inc

2005 - 2012 (7 years)

Fidelity Brokerage Services LLC

Disclosures

Ryan Kerr has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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