Shannon
Kelly

Fidelity Personal And Workplace Advisors

CRD#6150680
Investment Advisor
in Boston, MA

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About this Advisor

Shannon Kelly is a financial advisor operating out of Boston, Massachusetts, with nine years of professional experience. Kelly currently works for Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Jp Morgan Securities LLC, Jpmorgan Chase Bank, Bank Of Oklahoma, Charleston Place Hotel, Virginia'S On King, La Universidad De Complutense, Babysitter, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Kelly holds Series 63 and Series 66 licenses, certifying them as a securities broker, and can work in Oklahoma and Texas. Fidelity Personal And Workplace Advisors is a registered investment business that has its headquarters in Boston, Massachusetts. The company has offices in 25 locations and a total of 6,722 people on staff. It manages $338 billion in assets among its 914,878 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to eight charitable organizations. Of its 914,878 accounts, 24% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business offers a wide set of services, including 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 management typically vary depending on the type of services. Fee types charged by Fidelity Personal And Workplace Advisors most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 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

Shannon Kelly Work History

Shannon has 10 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2015 - Present (5 years)

Fidelity Brokerage Services LLC

2014 - 2015 (1 year)

Jp Morgan Securities LLC

2013 - 2015 (2 years)

Babysitter

2012 - 2014 (2 years)

Jpmorgan Chase Bank

2012 - 2012 (< 1 year)

Bank Of Oklahoma

2012 - 2012 (< 1 year)

Bank Of Oklahoma

2011 - 2011 (< 1 year)

Charleston Place Hotel

2010 - 2011 (1 year)

Virginia'S On King

2010 - 2010 (< 1 year)

La Universidad De Complutense

Disclosures

Shannon Kelly has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Eric Callahan
Boston, MA
David Motola
Boston, MA
Joshua Hardtke
Boston, MA
Preston Coyle
Boston, MA
Ryan Osterloh
Boston, MA
Samuel Taylor
Mc Lean, VA
Kenneth Ray
Jacksonville, FL
Brandon Matthews
Boston, MA

This content was compiled from the SEC and FINRA.

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