Shane
Gaucher

Fidelity Personal And Workplace Advisors

CRD#5862119
Investment Advisor
in Boston, MA
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About this Advisor

Shane Gaucher is a certified financial planner operating out of Boston, Massachusetts, with 11 years of experience as a financial advisor. Gaucher currently works for Fidelity Personal And Workplace Advisors. Throughout their career, they have worked at Fidelity Brokerage Services LLC, Fidelity Investments and Fidelity Personal And Workplace Advisors. Gaucher has a Series 63 license, certifying them as a securities representative, and is approved to work in Massachusetts and Texas. Fidelity Personal And Workplace Advisors is a business headquartered in Boston, Massachusetts. The company has offices in 25 locations and a total of 6,485 employees. It administers $345 billion in assets between its 858,130 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves seven charitable organizations. Of its 858,130 accounts, 68% are associated with high-net-worth clients who have at least $1 million in assets. The company performs a diverse 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. A financial advisor's fees largely depend on which services are provided. However, fee types charged by Fidelity Personal And Workplace Advisors may include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, 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

Shane Gaucher Work History

Shane has 11 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2010 - Present (9 years)

Fidelity Brokerage Services LLC

2007 - 2010 (3 years)

Fidelity Investments

Disclosures

Shane Gaucher has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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