William
Kobylarski

Fidelity Personal And Workplace Advisors

CRD#1406957
Investment Advisor
in Boston, MA
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About this Advisor

William Kobylarski is a chartered financial analyst operating in Boston, Massachusetts, who has been in the industry for 10 years. Kobylarski is currently employed by Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Morgan Keegan & Company Inc, Dealerweb Inc, Fidelity Personal And Workplace Advisors and Fidelity Brokerage Services, LLC. Kobylarski has Series 63 and Series 66 licenses, certifying them as a securities broker, and can work in North Carolina and Texas. Fidelity Personal And Workplace Advisors is an advisory firm that has its headquarters in Boston, Massachusetts. It has offices in 25 locations and a total of 6,485 employees. It controls $345 billion in total assets across its 858,130 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to seven charitable organizations. Of its 858,130 customer accounts, 68% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Fidelity Personal And Workplace Advisors 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. Fees for financial advisory services usually are based on the type of services provided. Fees billed by Fidelity Personal And Workplace Advisors likely are comprised of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

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

William Kobylarski Work History

William has 10 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2016 - Present (3 years)

Fidelity Brokerage Services, LLC

2011 - 2015 (4 years)

Dealerweb Inc

2008 - 2011 (3 years)

Morgan Keegan & Company Inc

Disclosures

William Kobylarski has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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