William
Wagner

Fidelity Personal And Workplace Advisors

CRD#2273346
Investment Advisor
in Boston, MA
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About this Advisor

William Wagner is a certified financial planner who works in Boston, Massachusetts, with a total of 11 years of work experience. Wagner is an employee of Fidelity Personal And Workplace Advisors. Over the course of their career, they have held roles 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 has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida 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 financial advisors. It has $345 billion in assets under management across its 858,130 client accounts, placing it among the biggest firms in the United States by assets under management. The firm serves seven charitable organizations. Of its 858,130 accounts, 68% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The firm has a number 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. Fees for financial management typically vary depending on the type of services. Fees billed by Fidelity Personal And Workplace Advisors may include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 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

William Wagner Work History

William has 11 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2013 - Present (6 years)

Fidelity Brokerage Services, LLC

2012 - 2013 (1 years)

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.

This content was compiled from the SEC and FINRA.

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