Sander
Bleustein

Fidelity Personal And Workplace Advisors

CRD#1327542
Investment Advisor
in Boston, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Sander Bleustein is a certified financial planner who works out of Boston, Massachusetts, with 13 years in the industry. Bleustein is an employee of Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Ubs Financial Services, Inc, Morgan Keegan & Co, Inc, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Bleustein has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Alabama, Florida and Georgia. Fidelity Personal And Workplace Advisors is a registered investment company operating out of Boston, Massachusetts. It has offices in 25 locations and a total of 6,722 employees. It controls $338 billion in assets between its 914,878 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves eight charities and foundations. Of its 914,878 customer accounts, 24% are associated with high-net-worth investors who have at least $1 million in investable assets. The advisory firm has a broad set 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. Financial advisory fees largely vary depending on which services the firm provides the client. However, fee types charged by Fidelity Personal And Workplace Advisors likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 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

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

$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

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 14 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2012 - Present (8 years)

Fidelity Brokerage Services LLC

2011 - 2012 (1 year)

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.

Financial Advisors at Fidelity Personal And Workplace Advisors

Charles Hudelot
Boston, MA
David Motola
Boston, MA
Samuel Taylor
Mc Lean, VA
Andres Meza
American Fork, UT
Brandon Matthews
Boston, MA
Samantha Norton
Boston, MA
Earnest Jackson
Boston, MA
Eric Callahan
Boston, MA

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