Terri
Hilley

Fidelity Personal And Workplace Advisors

CRD#1896059
Investment Advisor
in Boston, MA

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About this Advisor

Terri Hilley is a certified financial planner in Boston, Massachusetts. Currently an investment advisor with Fidelity Personal And Workplace Advisors, they have gathered 10 years of work experience as a financial advisor. Hilley has Series 63, Series 65 and Series 66 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Hilley is able to work with clients in Pennsylvania and Texas. Throughout their career, Hilley has worked at New England Securities, N/A, Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Fidelity Brokerage Services and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is headquartered in Boston, Massachusetts, and operates out of 25 other brick-and-mortar locations in the United States. Overall, Fidelity Personal And Workplace Advisors oversees $338 billion in assets throughout 914,878 accounts and employs more than 6,722 people. The firm's total assets under management places it among the largest financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 24% of the investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Fidelity Personal And Workplace Advisors can offer 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 and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66, Certified Financial Planner

Years of Experience

11 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

$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

Terri Hilley Work History

Terri has 11 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2016 - Present (4 years)

Fidelity Brokerage Services

2011 - 2016 (5 years)

Usaa Financial Advisors, Inc

2011 - 2016 (5 years)

Usaa Financial Planning Services

2010 - 2011 (1 year)

New England Securities

2009 - 2010 (1 year)

N/A

Disclosures

Terri Hilley has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Jeffrey Jackson
Englewood, CO
Alexandra Campbell
Highland Park, IL
Joshua Hardtke
Boston, MA
Earnest Jackson
Boston, MA
Paulo De Souza
Boston, MA
William Jones
Boston, MA
Kara Hohnecker
Boston, MA
David Motola
Boston, MA

This content was compiled from the SEC and FINRA.

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