Samuel
Zaretsky

Fidelity Personal And Workplace Advisors

CRD#5436367
Investment Advisor
in Boston, MA
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About this Advisor

Samuel Zaretsky is a certified financial planner located in Boston, Massachusetts. Currently an investment advisor with Fidelity Personal And Workplace Advisors, Zaretsky has 11 years of experience as an investment advisor. Zaretsky has a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Zaretsky can work with investors based out of Georgia. During their career, the advisor has held roles at Ameriprise Financial Services, Inc, Mass Mutual Life Insurance Agency, Mml Investors Services Inc, E*Trade Securities LLC, E*Trade Capital Management LLC, Fidelity Personal And Workplace Advisors and Fidelity Brokerage Services LLC. Fidelity Personal And Workplace Advisors is headquartered in Boston, Massachusetts, and has 25 other offices in the country. Overall, Fidelity Personal And Workplace Advisors manages $345 billion in assets across 858,130 client accounts and employs more than 6,485 people. The firm's total assets under management places it among the largest financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 68% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. 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, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 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

Samuel Zaretsky Work History

Samuel has 11 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2016 - Present (3 years)

Fidelity Brokerage Services LLC

2015 - 2016 (1 year)

E*Trade Securities LLC

2015 - 2016 (1 year)

E*Trade Capital Management LLC

2011 - 2015 (4 years)

E*Trade Securities LLC

2011 - 2015 (4 years)

E*Trade Capital Management LLC

2009 - 2011 (2 years)

Mass Mutual Life Insurance Agency

2009 - 2011 (2 years)

Mml Investors Services Inc

2007 - 2009 (2 years)

Ameriprise Financial Services,Inc

Disclosures

Samuel Zaretsky has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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