Sander
Bleustein

Fidelity Personal And Workplace Advisors

CRD#1327542
Investment Advisor
in Boston, MA
Are you Sander Bleustein? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Sander Bleustein is a certified financial planner who is based in Boston, Massachusetts. Currently an advisor with Fidelity Personal And Workplace Advisors, they have accrued 12 years of professional experience in the financial advisory industry. Bleustein maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Bleustein can act as a financial advisor in Alabama, Georgia and Florida. Over the course of their career, they have held roles at Ubs Financial Services, Inc, Morgan Keegan & Co, Inc, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is headquartered in Boston, Massachusetts, and has 25 additional brick-and-mortar locations across the United States. Overall, Fidelity Personal And Workplace Advisors manages $345 billion in assets throughout 858,130 accounts and retains more than 6,485 people. The level of assets currently under the firm's management places it among the biggest firms in the United States. 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 investment firm's clients 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 may charge clients asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

12 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, Others

Disclosures

No

Office Location

245 Summer Street, V2A
Boston, MA 02210

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$344,922,585,757

MA Average: $16,012,751,954
Total Number of Employees

6,485

MA Average: 118
Total Number of Accounts

858,130

MA Average: 4,567
Average Account Size

$401,947

MA Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Sander Bleustein Work History

Sander has 12 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2012 - Present (7 years)

Fidelity Brokerage Services LLC

2011 - 2012 (1 years)

Morgan Keegan & Co, Inc

2006 - 2011 (5 years)

Ubs Financial Services, Inc

Disclosures

Sander Bleustein has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started