Waris
Rahemtulla

Fidelity Personal And Workplace Advisors

CRD#5577956
Investment Advisor
in Boston, MA
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About this Advisor

Waris Rahemtulla is a certified financial planner in Boston, Massachusetts. Currently a registered financial advisor with Fidelity Personal And Workplace Advisors, Rahemtulla has 10 years of professional experience in the financial advisory industry. Rahemtulla holds a Series 63 license, designating them as a securities representative. Rahemtulla can work with investors based out of Pennsylvania and Texas. During their career, the advisor has held roles at Fidelity Investments, Pathways Pa and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is based out of Boston, Massachusetts, and has 25 additional offices in the country. In aggregate, Fidelity Personal And Workplace Advisors oversees $345 billion in assets across 858,130 accounts and employs more than 6,485 people. The amount of assets the firm manages makes it one of the largest firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 68% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Fidelity Personal And Workplace Advisors can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm's fees may 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

Waris Rahemtulla Work History

Waris has 10 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2014 - Present (5 years)

Fidelity Investments

2009 - 2014 (5 years)

Pathways Pa

Disclosures

Waris Rahemtulla has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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