Stephanie
Cadenhead
Fidelity Personal And Workplace Advisors
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About this Advisor
Stephanie Cadenhead is a financial advisor based in Shrewsbury, Massachusetts, working with Fidelity Personal And Workplace Advisors. Stephanie has previously held positions at Ing, Ing Financial Partners, Voya Financial, Voya Financial Advisors, Charles Schwab & Co., Inc, Charles Schwab Bank, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Citizens Securities, Inc, Fidelity Investments, and Gwfs Equities, Inc. Stephanie has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Stephanie is part of Fidelity Personal And Workplace Advisors, which operates out of Shrewsbury, Massachusetts. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
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
Fidelity Investments
Citizens Securities, Inc
Gwfs Equities, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Charles Schwab & Co., Inc
Charles Schwab Bank
Voya Financial
Voya Financial Advisors
Ing
Ing Financial Partners
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.
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