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 located in Boston, Massachusetts. Currently a registered investment advisor with Fidelity Personal And Workplace Advisors, Hilley has 12 years of professional experience in the financial advisory industry. Hilley holds Series 63, Series 65 and Series 66 licenses, which certify them as both a securities agent and an investment advisor representative. Hilley can advise clients in Pennsylvania. Over the course of their career, Hilley has held roles at New England Securities, Bny Wealth Management, N/A, Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Fidelity Personal And Workplace Advisors and Fidelity Brokerage Services. Fidelity Personal And Workplace Advisors is headquartered in Boston, Massachusetts, and has 25 other locations across the United States. As an advisor firm, Fidelity Personal And Workplace Advisors manages $345 billion in assets across 858,130 client accounts and retains more than 6,485 people. The amount of assets the firm manages makes it one of 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 68% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Fidelity Personal And Workplace Advisors provides 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, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66, 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

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 12 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2016 - Present (3 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

2006 - 2009 (3 years)

Bny Wealth Management

Disclosures

Terri Hilley has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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