Vivian
Griffith

Fidelity Personal And Workplace Advisors

CRD#4235014
Investment Advisor
in Boston, MA
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About this Advisor

Vivian Griffith is a certified financial planner based out of Boston, Massachusetts, with a total of 10 years in the industry. Griffith is currently employed by Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Fidelity Investments and Fidelity Personal And Workplace Advisors. Griffith has a Series 63 license, which qualifies them as a securities representative, and is approved to operate in 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 advisors. It oversees $345 billion in assets under management across its 858,130 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves seven charitable organizations. Of its 858,130 customer accounts, 68% belong to high-net-worth investors who have at least $1 million in investable assets. The advisory firm has 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. Financial advisory fee schedules largely vary depending on the services offered. However, fee types charged by Fidelity Personal And Workplace Advisors most likely include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, 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

Vivian Griffith Work History

Vivian has 10 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2012 - Present (7 years)

Fidelity Investments

Disclosures

Vivian Griffith has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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