Umberto
Iannone

Fidelity Personal And Workplace Advisors

CRD#2838379
Investment Advisor
in Boston, MA
Are you Umberto Iannone? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Umberto Iannone is a certified financial planner working in Boston, Massachusetts, with 19 years of work experience. Iannone works at Fidelity Personal And Workplace Advisors. Over the course of their career, Iannone has held roles at Fidelity Personal And Workplace Advisors, Fidelity Brokerage Services LLC and Strategic Advisors Inc. Iannone maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Fidelity Personal And Workplace Advisors is a business that has its headquarters in Boston, Massachusetts. The company has offices in 25 locations and a total of 6,485 employees. It handles $345 billion in assets among its 858,130 client accounts, making it one of 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 associated with high-net-worth clients who have at least $1 million in assets. The business performs 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. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fees billed by Fidelity Personal And Workplace Advisors likely are comprised of any combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

19 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

Yes

Office Location

245 Summer Street, V2A
Boston, MA 02210

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Umberto Iannone Work History

Umberto has 19 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2005 - Present (14 years)

Strategic Advisors Inc

1999 - Present (20 years)

Fidelity Brokerage Services LLC

Disclosures

Umberto Iannone has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started