Timothy
Milkwick

Fidelity Personal And Workplace Advisors

CRD#5137849
Investment Advisor
in Boston, MA
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About this Advisor

Timothy Milkwick is a certified financial planner working in Boston, Massachusetts, who has been in the financial industry for 10 years. Milkwick is an advisor for Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Fidelity Brokerage Services, LLC, Manhattan Professional Group, 1St Global Capital Corp, 1St Global Advisors, Inc and Fidelity Personal And Workplace Advisors. Milkwick has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Georgia, New Jersey and Texas. Fidelity Personal And Workplace Advisors is a business operating in Boston, Massachusetts. The company has offices in 25 locations and a total of 6,485 employees. It controls $345 billion in assets across its 858,130 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises seven charities and foundations. Of its 858,130 client accounts, 68% belong to high-net-worth individuals who have at least $1 million in investable assets. The advisory firm provides a wide range 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. Financial advisory fees usually depend on the financial services provided. Fees charged by Fidelity Personal And Workplace Advisors most likely are comprised of some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, 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

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

$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

Timothy Milkwick Work History

Timothy has 10 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2011 - Present (8 years)

Fidelity Brokerage Services, LLC

2010 - 2011 (1 year)

Manhattan Professional Group

2010 - 2011 (1 year)

1St Global Capital Corp

2010 - 2011 (1 year)

1St Global Advisors, Inc

2008 - 2010 (2 years)

Fidelity Brokerage Services, LLC

Disclosures

Timothy Milkwick has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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