Ryan
Pierce

Fidelity Personal And Workplace Advisors

CRD#4966762
Investment Advisor
in Boston, MA

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About this Advisor

Ryan Pierce is a certified financial planner who lives in Boston, Massachusetts. Currently an investment advisor at Fidelity Personal And Workplace Advisors, Pierce has 14 years of experience as a registered investment advisor. Pierce holds Series 63 and Series 66 licenses, which qualify them as a securities agent. Pierce is able to serve clients based out of Maine and Texas. Throughout their career, they have worked at Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is headquartered in Boston, Massachusetts, and has 25 brick-and-mortar locations in the country. Overall, Fidelity Personal And Workplace Advisors manages $338 billion in assets throughout 914,878 accounts and retains more than 6,722 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 24% of the investment firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Fidelity Personal And Workplace Advisors can provide 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's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

15 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 Pierce Work History

Ryan has 15 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2005 - Present (15 years)

Fidelity Brokerage Services LLC

Disclosures

Ryan Pierce has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Victor Price
Boston, MA
Cornel Catrina
Boston, MA
Andrew Kazanowski
Boston, MA
Lauren Campbell
Houston, TX
Jeffrey Sherman
Jacksonville, FL
Andrew Meade
Boston, MA
Justin Kreitel
Boston, MA
Saunie Darlington
Boston, MA

This content was compiled from the SEC and FINRA.

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