Timothy
Lauch

Fidelity Personal And Workplace Advisors

CRD#5012391
Investment Advisor
in Boston, MA
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About this Advisor

Timothy Lauch is a certified financial planner based out of Boston, Massachusetts, with 10 years of professional experience. Lauch works at Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Commerce Capital Markets, Inc, Merrill Lynch, Td Wealth Management Services Inc, Fidelity Investments and Fidelity Personal And Workplace Advisors. Lauch maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Connecticut, Texas and New Jersey. Fidelity Personal And Workplace Advisors is a business operating out of Boston, Massachusetts. The investment advisory business has offices in 25 locations and a total of 6,485 advisors. It oversees $345 billion in assets between its 858,130 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to seven charitable organizations. Of its 858,130 customer accounts, 68% are held by high-net-worth clients who have more than $1 million in assets. The business has a wide set of services, such as 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 fee schedules are based on the type of financial services. However, fees billed by Fidelity Personal And Workplace Advisors can include asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

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, 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

Timothy Lauch Work History

Timothy has 10 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2011 - Present (8 years)

Fidelity Investments

2009 - 2011 (2 years)

Merrill Lynch

2008 - 2009 (1 years)

Commerce Capital Markets, Inc

2008 - 2009 (1 years)

Td Wealth Management Services Inc

Disclosures

Timothy Lauch has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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