Stephanie
Cadenhead

Fidelity Personal And Workplace Advisors

CRD#4620664
Investment Advisor
in Shrewsbury, MA

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About this Advisor

Stephanie Cadenhead is a financial advisor who works in Shrewsbury, Massachusetts with a total of 1 year of relevant experience. Cadenhead is an advisor for Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Ing, Ing Financial Partners, Voya Financial, Voya Financial Advisors, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Gwfs Equities, Inc, Fidelity Investments, Charles Schwab & Co., Inc, Charles Schwab Bank and Citizens Securities, Inc. Cadenhead holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Massachusetts. Fidelity Personal And Workplace Advisors is an advisory company that has its headquarters in Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 people on staff. It handles $653 billion in assets under management among its 1,712,247 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to 11 charitable organizations. Of its 1,712,247 customer accounts, 31% are held by high-net-worth clients who have more than $1 million in investable assets. The advisory firm has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management typically vary depending on which services the firm provides the client. Fee types charged by Fidelity Personal And Workplace Advisors can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

551 Boston Turnpike Suite 40
Shrewsbury, MA 01545

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

MA Average: $16,012,751,954
Total Number of Employees

13,507

MA Average: 118
Total Number of Accounts

1,712,247

MA Average: 4,567
Average Account Size

$381,106

MA Average: $3,506,186

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

Stephanie Cadenhead Work History

Stephanie has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Fidelity Investments

2020 - 2021 (1 year)

Citizens Securities, Inc

2019 - 2019 (< 1 year)

Gwfs Equities, Inc

2018 - 2019 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - 2019 (1 year)

Bank Of America, N.A

2016 - 2018 (2 years)

Charles Schwab & Co., Inc

2016 - 2018 (2 years)

Charles Schwab Bank

2014 - 2016 (2 years)

Voya Financial

2014 - 2016 (2 years)

Voya Financial Advisors

2011 - 2014 (3 years)

Ing

2011 - 2014 (3 years)

Ing Financial Partners

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Stephanie Cadenhead to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fidelity Personal And Workplace Advisors

Nora Clifford
Greenbrae, CA
Elizabeth Muncie
Boston, MA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Laura Mccallum
Austin, TX
Michael Gefen
Fairfield, CT
Andrew Draluck
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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