William
Smith

Fidelity Personal And Workplace Advisors

CRD#4093822
Investment Advisor
in Boston, MA
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About this Advisor

William Smith is a certified financial planner who works out of Boston, Massachusetts, who has been in the advisory business for 13 years. Smith is currently employed by Fidelity Personal And Workplace Advisors. The advisor has gained experience at Legg Mason Investor Services, LLC, Legg Mason Capital Mgmt, Legg Mason Investment Counsel, Maryland Capital Management, Fidelity Personal And Workplace Advisors, Lpl Financial, LLC, Compton Financial Group, LLC and Fidelity Brokerage Services LLC. Smith holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to operate in Maryland. Fidelity Personal And Workplace Advisors is a registered investment company that has its headquarters in Boston, Massachusetts. It has offices in 25 locations and a total of 6,485 advisors. It manages $345 billion in assets under management among its 858,130 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves seven charities and foundations. Of its 858,130 accounts, 68% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The business offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fees largely vary depending on which services the firm provides the client. Fees billed by Fidelity Personal And Workplace Advisors likely consist of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

13 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 Smith Work History

William has 13 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2018 - Present (1 year)

Fidelity Brokerage Services LLC

2016 - 2018 (2 years)

Lpl Financial, LLC

2016 - 2018 (2 years)

Compton Financial Group, LLC

2014 - 2016 (2 years)

Maryland Capital Management

2012 - 2014 (2 years)

Legg Mason Investor Services, LLC

2012 - 2014 (2 years)

Legg Mason Investment Counsel

2007 - 2011 (4 years)

Legg Mason Capital Mgmt

2005 - 2011 (6 years)

Legg Mason Investor Services, LLC

Disclosures

William Smith has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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