Fidelity Personal And Workplace Advisors

Investment Advisor
in Boston, MA

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About this Advisor

Stephen Malick is a financial advisor working out of Boston, Massachusetts, who has 10 years in the industry. Malick is an advisor for Fidelity Personal And Workplace Advisors. During their career, Malick has held roles at Fidelity Brokerage Services, LLC and Fidelity Personal And Workplace Advisors. Malick has Series 63 and Series 66 licenses, designating them as a securities representative, and can serve investors in Florida, New York and Texas. Fidelity Personal And Workplace Advisors is a business that has its headquarters in Boston, Massachusetts. It has offices in 3,180 locations and a total of 11,220 employees. It controls $727 billion in assets across its 1,509,611 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to nine charities and foundations. Of its 1,509,611 customer accounts, 34% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm has a number of services, such as 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 typically depend on which services are provided. However, fees 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



Office Location

245 Summer Street, V2A
Boston, MA 02210

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management


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


MA Average: 118
Total Number of Accounts


MA Average: 4,567
Average Account Size


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 Malick Work History

Stephen has 10 years of experience.

2018 - Present (4 years)

Fidelity Personal And Workplace Advisors

2012 - Present (10 years)

Fidelity Brokerage Services, LLC


Stephen Malick has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

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Leawood, KS
Haley Clavenna
Katy, TX
Michael Tran
Palo Alto, CA
Shelby Roberts
Yukon, OK
Kristin Simpson
Boston, MA
Weston Nielsen
Boston, MA
Jacob Elliott
Boston, MA
Paul Komendat
Tinley Park, IL

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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