Stephen
Griffis

Fidelity Personal And Workplace Advisors

CRD#4623048
Investment Advisor
in Boston, MA
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About this Advisor

Stephen Griffis is a certified financial planner who works in Boston, Massachusetts, with a total of 12 years in the industry. Griffis works at Fidelity Personal And Workplace Advisors. Throughout their career, they have worked at Legacy Trust Company, Edward Jones, Fifth Third Securities, Fidelity Brokerage Services and Fidelity Personal And Workplace Advisors. Griffis has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to operate in Florida and Texas. Fidelity Personal And Workplace Advisors is an advisory firm that has its headquarters in Boston, Massachusetts. It has offices in 25 locations and a total of 6,485 employees. It handles $345 billion in assets among its 858,130 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises seven charities and foundations. Of its 858,130 accounts, 68% belong to high-net-worth individuals who have more than $1 million in assets. The firm offers 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. Fees for financial management largely vary depending on the services offered. However, fees charged by Fidelity Personal And Workplace Advisors can include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

12 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, Others

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

$344,922,585,757

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

6,485

MA Average: 118
Total Number of Accounts

858,130

MA Average: 4,567
Average Account Size

$401,947

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

Stephen Griffis Work History

Stephen has 12 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2012 - Present (7 years)

Fidelity Brokerage Services

2011 - 2011 (0 years)

Edward Jones

2011 - 2012 (1 years)

Fifth Third Securities

2006 - 2010 (4 years)

Legacy Trust Company

Disclosures

Stephen Griffis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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