William
Wagner

Fidelity Personal And Workplace Advisors

CRD#2273346
Investment Advisor
in Boston, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

William Wagner is a certified financial planner operating in Boston, Massachusetts, with a total of 12 years of experience as a financial advisor. Wagner currently works for Fidelity Personal And Workplace Advisors. The advisor has gained experience at Massmutual Life Insurance Comapny, Mml Investors Services Inc, First Coast Financial Group, First Coast Investment Advisory, Fidelity Brokerage Services, LLC and Fidelity Personal And Workplace Advisors. Wagner holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida and Texas. Fidelity Personal And Workplace Advisors is a financial advisory business that has its headquarters in Boston, Massachusetts. The investment advisory business has offices in 25 locations and a total of 6,722 employees. It oversees $338 billion in total assets across its 914,878 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves eight charitable organizations. Of its 914,878 customer accounts, 24% are associated with high-net-worth investors who have greater than $1 million in investable assets. The advisory firm has a diverse range 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. Financial advisory fees vary depending on which service is provided. Fees charged by Fidelity Personal And Workplace Advisors can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 Wagner Work History

William has 13 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2013 - Present (7 years)

Fidelity Brokerage Services, LLC

2012 - 2013 (1 year)

First Coast Investment Advisory

2010 - 2013 (3 years)

First Coast Financial Group

2007 - 2010 (3 years)

Massmutual Life Insurance Comapny

2007 - 2010 (3 years)

Mml Investors Services Inc

Disclosures

William Wagner has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Jeffrey Jackson
Englewood, CO
Alexandra Campbell
Highland Park, IL
Joshua Hardtke
Boston, MA
Earnest Jackson
Boston, MA
Paulo De Souza
Boston, MA
William Jones
Boston, MA
Kara Hohnecker
Boston, MA
David Motola
Boston, MA

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started