Wing Yin
Lee

Fidelity Personal And Workplace Advisors

CRD#6758530
Investment Advisor
in Boston, MA
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About this Advisor

Wing Yin Lee is an advisor located in Boston, Massachusetts. Currently an investment advisor with Fidelity Personal And Workplace Advisors, Lee has 11 years of practice in the financial advisory industry. Lee maintains a Series 63 license, certifying them as a securities broker. Lee is able to operate based out of California and Texas. Over the course of their career, Lee has held roles at Fidelity Personal And Workplace Advisors and Fidelity Investments. Fidelity Personal And Workplace Advisors is headquartered in Boston, Massachusetts, and operates out of 25 additional brick-and-mortar locations in the nation. In aggregate, Fidelity Personal And Workplace Advisors manages $345 billion in assets throughout 858,130 accounts and employs more than 6,485 people. The firm's total assets under management places it among the biggest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 68% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Fidelity Personal And Workplace Advisors can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

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

Wing Yin Lee Work History

Wing Yin has 11 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2017 - Present (2 years)

Fidelity Investments

Disclosures

Wing Yin Lee has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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