Todd
Micklovich

Fidelity Personal And Workplace Advisors

CRD#4909454
Investment Advisor
in Boston, MA
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About this Advisor

Todd Micklovich is a certified financial planner based out of Boston, Massachusetts, with 13 years of financial industry experience. Micklovich currently works for Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Cantella & Co., Inc, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Micklovich has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Massachusetts and New Hampshire. Fidelity Personal And Workplace Advisors is a registered investment firm that has its headquarters in Boston, Massachusetts. The investment advisory business has offices in 25 locations and a total of 6,485 employees. It has $345 billion in assets under management across its 858,130 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises seven charities and foundations. Of its 858,130 client accounts, 68% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The firm provides a number 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. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fee types 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

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

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

Todd Micklovich Work History

Todd has 13 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2015 - Present (4 years)

Fidelity Brokerage Services LLC

2005 - 2015 (10 years)

Cantella & Co., Inc

Disclosures

Todd Micklovich has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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