Stephen
Stetz

Fidelity Personal And Workplace Advisors

CRD#5920737
Investment Advisor
in Boston, MA
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About this Advisor

Stephen Stetz is a certified financial planner who works out of Boston, Massachusetts, who has been in the industry for 12 years. Stetz is currently employed by Fidelity Personal And Workplace Advisors. Stetz has gained experience at Fidelity Investments, Corporate Insurance Associates and Fidelity Personal And Workplace Advisors. Stetz has a Series 63 license, designating them as a securities agent, and is able to advise clients in Texas. Fidelity Personal And Workplace Advisors is an advisory firm headquartered in Boston, Massachusetts. The investment advisory business has offices in 25 locations and a total of 6,485 advisors. It manages $345 billion in assets among its 858,130 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises seven charities and foundations. Of its 858,130 client accounts, 68% are held by high-net-worth individuals who have more than $1 million in assets. The firm provides 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 are based on the services provided. However, fees charged by Fidelity Personal And Workplace Advisors likely consist of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, 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

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

$338,001,104,173

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

6,722

MA Average: 118
Total Number of Accounts

914,878

MA Average: 4,567
Average Account Size

$369,449

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 Stetz Work History

Stephen has 12 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2011 - Present (8 years)

Fidelity Investments

2006 - 2011 (5 years)

Corporate Insurance Associates

Disclosures

Stephen Stetz has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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