Fidelity Personal And Workplace Advisors
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
Years of Experience
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Fidelity Personal And Workplace Advisors Brokerage Details
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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
Stephen Malick Work History
Stephen has 10 years of experience.
Fidelity Personal And Workplace Advisors
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
Palo Alto, CA
Tinley Park, IL
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