Tameshia
Butler

Fidelity Personal And Workplace Advisors

CRD#5779909
Investment Advisor
in Boston, MA

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About this Advisor

Tameshia Butler is a financial advisor in Boston, Massachusetts. Currently a registered financial advisor at Fidelity Personal And Workplace Advisors, Butler has 10 years of work experience. Butler holds a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Butler is registered to act as an advisor in Florida and Georgia. Over the course of their career, Butler has held roles at Edward Jones, Fidelity Brokerage Services, LLC and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is based out of Boston, Massachusetts, and operates out of 1,138 additional locations in the United States. As a registered advisory firm, Fidelity Personal And Workplace Advisors oversees $453 billion in assets dispersed across 1,038,219 accounts and employs more than 8,158 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 29% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. 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's fees may include asset-based and fixed fees.

Certifications and Registrations

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

Disclosures

Yes

Office Location

245 Summer Street, V2A
Boston, MA 02210

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$453,297,086,677

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

8,158

MA Average: 118
Total Number of Accounts

1,038,219

MA Average: 4,567
Average Account Size

$436,610

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

Tameshia Butler Work History

Tameshia has 10 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2011 - Present (9 years)

Fidelity Brokerage Services, LLC

2010 - 2011 (1 year)

Edward Jones

Disclosures

Tameshia Butler has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Lauren Hinton
Englewood, CO
Meghan Snouffer
Boston, MA
James Woodall
Roanoke, TX
Julie Miller
Denver, CO
Stephanie Spyres
San Antonio, TX
Bryan Albaugh
Boston, MA
Nicholas Almasov
Los Gatos, CA
Emmett Davis
Boston, MA

This content was compiled from the SEC and FINRA.

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