Sven
Liane

Fidelity Personal And Workplace Advisors

CRD#2586621
Investment Advisor
in Boston, MA
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About this Advisor

Sven Liane is a certified financial planner who works out of Boston, Massachusetts. Currently an investment advisor with Fidelity Personal And Workplace Advisors, Liane has an impressive 23 years of professional experience. Liane maintains Series 63 and Series 66 licenses, qualifying the advisor as a securities agent. Liane can advise investors based out of Texas. Over the course of their career, they have held roles at Tiaa-Cref Individual & Institutional Services, Inc, Usaa Financial Planning Services, Usaa Financial Advisors, Inc, Fidelity Investments and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is headquartered in Boston, Massachusetts, and operates out of 25 other locations in the nation. In aggregate, Fidelity Personal And Workplace Advisors manages $345 billion in assets throughout 858,130 accounts and retains more than 6,485 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 68% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Fidelity Personal And Workplace Advisors can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

23 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

Sven Liane Work History

Sven has 23 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2013 - Present (6 years)

Fidelity Investments

2009 - 2012 (3 years)

Usaa Financial Planning Services

2009 - 2012 (3 years)

Usaa Financial Advisors, Inc

1995 - 2009 (14 years)

Tiaa-Cref Individual & Institutional Services, Inc

Disclosures

Sven Liane has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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