Ryan
Mcconnell
Fidelity Personal And Workplace Advisors
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About this Advisor
Ryan Mcconnell is a financial advisor based in Shrewsbury, Massachusetts with a total of 1 year of relevant experience. Mcconnell is on the advisory team at Fidelity Personal And Workplace Advisors. During their career, Mcconnell has held roles at Equitable Advisors, LLC, Quirk Auto Dealers, Quincy College, Drink, Chipotle, Budabings Diner and Fidelity Investments. Mcconnell holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to advise clients in Massachusetts. Fidelity Personal And Workplace Advisors is a financial advisory firm that has its headquarters in Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 people on staff. It handles $653 billion in assets under management between its 1,712,247 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 11 charities and foundations. Of its 1,712,247 accounts, 31% are held by high-net-worth investors who have at least $1 million in assets. The company offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees depend on which services the firm provides the client. Fee types billed by Fidelity Personal And Workplace Advisors likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
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
Ryan Mcconnell Work History
Ryan has been registered as a financial advisor for 1 years.*
Fidelity Investments
Equitable Advisors, LLC
Quincy College
Quirk Auto Dealers
Drink
Chipotle
Budabings Diner
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ryan Mcconnell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fidelity Personal And Workplace Advisors
Greenbrae, CA
Boston, MA
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Boston, MA
Austin, TX
Fairfield, CT
Fort Lauderdale, FL
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