Thomas
Holland

Fidelity Personal And Workplace Advisors

CRD#5882035
Investment Advisor
in Boston, MA
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About this Advisor

Thomas Holland is a certified financial planner based out of Boston, Massachusetts, who has 12 years in the industry. Holland works at Fidelity Personal And Workplace Advisors. Over the course of their career, Holland has held roles at Fidelity Brokerage Services, Ltp Transport, Triple H Homes, Inc and Fidelity Personal And Workplace Advisors. Holland holds a Series 63 license, qualifying them as a securities representative, and can work in Texas. Fidelity Personal And Workplace Advisors is a financial advisory firm based in Boston, Massachusetts. The company has offices in 25 locations and a total of 6,485 financial advisors. It administers $345 billion in assets under management between its 858,130 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises seven charitable organizations. Of its 858,130 customer accounts, 68% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fees typically vary depending on which services are offered. Fees billed by Fidelity Personal And Workplace Advisors most likely are comprised of some combination 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, 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

Thomas Holland Work History

Thomas has 12 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2010 - Present (9 years)

Fidelity Brokerage Services

2010 - 2010 (0 years)

Ltp Transport

2006 - 2010 (4 years)

Triple H Homes, Inc

Disclosures

Thomas Holland has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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