Thomas
Powers

Fidelity Personal And Workplace Advisors

CRD#2361069
Investment Advisor
in Boston, MA
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About this Advisor

Thomas Powers is a certified financial planner and chartered financial consultant based in Boston, Massachusetts. Currently an investment advisor with Fidelity Personal And Workplace Advisors, they have accrued 13 years of practice as a registered investment advisor. Powers has Series 63 and Series 65 licenses, which certify them as both a securities agent and an investment advisor representative. Powers is registered to work with investors based out of California. Their career trajectory has included roles at Waddell & Reed, Inc, Aviva Usa Corporation, Various Insurance Carriers For W & R Insurance Agencies, Ameritas Investment Corp, Mutual Of Omaha, Mutual Of Omaha Investor Services, Inc, Genworth Financial, Comerica Securities, Inc, Invest Financial Corporation and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is headquartered in Boston, Massachusetts, and has 25 additional locations in the country. In total, Fidelity Personal And Workplace Advisors manages $345 billion in assets across 858,130 accounts and retains more than 6,485 people. The level of assets currently under the firm's management makes it one of the biggest firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 68% of the firm's clients are high-net-worth individuals, meaning they have more than $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 may charge clients asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

13 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

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

$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 Powers Work History

Thomas has 13 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2018 - Present (1 years)

Fidelity Brokerage Services LLC

2017 - 2017 (0 years)

Travis Financial Services

2017 - 2017 (0 years)

Lpl Financial,LLC

2015 - 2015 (0 years)

Invest Financial Corporation

2014 - 2016 (2 years)

Comerica Securities, Inc

2013 - 2013 (0 years)

Ameritas Investment Corp

2013 - 2013 (0 years)

Mutual Of Omaha

2013 - 2013 (0 years)

Mutual Of Omaha Investor Services, Inc

2013 - 2014 (1 years)

Genworth Financial

2012 - 2013 (1 years)

Aviva Usa Corporation

2005 - 2012 (7 years)

Waddell & Reed, Inc

2005 - 2012 (7 years)

Various Insurance Carriers For W & R Insurance Agencies

Disclosures

Thomas Powers has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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