Sarah
Fodrea

Fidelity Personal And Workplace Advisors

CRD#4096365
Investment Advisor
in Boston, MA
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About this Advisor

Sarah Fodrea is a certified financial planner based in Boston, Massachusetts, who has been in the industry for 20 years. Fodrea is an employee of Fidelity Personal And Workplace Advisors. Over the course of their career, Fodrea has held roles at Sunamerica Capital Serives, Inc, Fidelity Personal And Workplace Advisors and Fidelity Brokerage Services LLC. Fodrea holds a Series 63 license, certifying them as a securities broker, and is approved to advise clients in California and Texas. Fidelity Personal And Workplace Advisors is a registered investment company based out of Boston, Massachusetts. The company has offices in 25 locations and a total of 6,485 advisors. It controls $345 billion in total assets across its 858,130 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves seven charitable organizations. Of its 858,130 client accounts, 68% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The business provides a number 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 advice typically depend on which service is provided. Fees charged by Fidelity Personal And Workplace Advisors can include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

20 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

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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

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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

Sarah Fodrea Work History

Sarah has 20 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2015 - Present (4 years)

Fidelity Brokerage Services LLC

1998 - 2015 (17 years)

Sunamerica Capital Serives, Inc

Disclosures

Sarah Fodrea has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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