Sirma
Tzoutzova

Fidelity Personal And Workplace Advisors

CRD#4163102
Investment Advisor
in Boston, MA
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About this Advisor

Sirma Tzoutzova is a certified financial planner working out of Boston, Massachusetts, who has been in the advisory business for 18 years. Tzoutzova is on the advisory team at Fidelity Personal And Workplace Advisors. Over the course of their career, Tzoutzova has held roles at Fidelity Brokerage Services LLC, Strategic Advisers, Inc, Svb Securities, Svb Wealth Advisory and Fidelity Personal And Workplace Advisors. Tzoutzova has Series 63 and Series 66 licenses, which qualify them as a securities representative, and can work in California and Texas. Fidelity Personal And Workplace Advisors is an advisory company based out of Boston, Massachusetts. The investment advisory business has offices in 25 locations and a total of 6,485 advisors. It handles $345 billion in total assets among 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 charities and foundations. Of its 858,130 client accounts, 68% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The business has a number 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. Financial management fee schedules usually are based on which service is offered. Fees billed by Fidelity Personal And Workplace Advisors most likely consist of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

18 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

Sirma Tzoutzova Work History

Sirma has 18 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2017 - Present (2 years)

Fidelity Brokerage Services LLC

2013 - 2017 (4 years)

Svb Securities

2013 - 2017 (4 years)

Svb Wealth Advisory

2003 - 2013 (10 years)

Strategic Advisers, Inc

2000 - 2013 (13 years)

Fidelity Brokerage Services LLC

Disclosures

Sirma Tzoutzova has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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