Ryan
Stallmeyer

Fidelity Personal And Workplace Advisors

CRD#4226970
Investment Advisor
in Boston, MA
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About this Advisor

Ryan Stallmeyer is a certified financial planner operating out of Boston, Massachusetts, with a total of 18 years in the industry. Stallmeyer is an employee of Fidelity Personal And Workplace Advisors. The advisor has gained experience at Fidelity Brokerage Service, Strategic Advisers and Fidelity Personal And Workplace Advisors. Stallmeyer holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to advise clients in Delaware, Kentucky, New Jersey, Pennsylvania, Washington, D.c., Virginia, Maryland, Texas and Ohio. Fidelity Personal And Workplace Advisors is a financial advisory company headquartered in Boston, Massachusetts. It has offices in 25 locations and a total of 6,485 financial advisors. It oversees $345 billion in assets across its 858,130 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves seven charities and foundations. Of its 858,130 client accounts, 68% belong to high-net-worth individuals 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. Fees for financial advisory services largely are based on the services offered. Fee types charged by Fidelity Personal And Workplace Advisors can include any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

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

Ryan Stallmeyer Work History

Ryan has 18 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2002 - Present (17 years)

Strategic Advisers

2000 - Present (19 years)

Fidelity Brokerage Service

Disclosures

Ryan Stallmeyer has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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