Wendy
Liebowitz

Fidelity Personal And Workplace Advisors

CRD#4323366
Investment Advisor
in Boston, MA
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About this Advisor

Wendy Liebowitz is a certified financial planner who works out of Boston, Massachusetts, with 16 years in the industry. Liebowitz is an advisor for Fidelity Personal And Workplace Advisors. Liebowitz has gained experience at Strategic Advisers, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Liebowitz holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Florida. Fidelity Personal And Workplace Advisors is a financial advisory company headquartered in Boston, Massachusetts. It has offices in 25 locations and a total of 6,485 people on staff. It has $345 billion in total assets between its 858,130 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to seven charitable organizations. Of its 858,130 accounts, 68% belong to high-net-worth investors who have more than $1 million in assets available to invest. The business has a diverse range 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 for financial management typically are based on which services the firm provides the client. Fees charged by Fidelity Personal And Workplace Advisors likely are comprised of asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

16 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

Wendy Liebowitz Work History

Wendy has 16 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2008 - Present (11 years)

Fidelity Brokerage Services LLC

2002 - Present (17 years)

Strategic Advisers

Disclosures

Wendy Liebowitz has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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