Zeljka
Kulusic

Fidelity Personal And Workplace Advisors

CRD#4074979
Investment Advisor
in Boston, MA
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About this Advisor

Zeljka Kulusic is a certified financial planner operating in Boston, Massachusetts, with a total of 18 years of experience as a financial advisor. Kulusic currently works for Fidelity Personal And Workplace Advisors. During their career, Kulusic has held roles at Ernst & Young Llp, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Kulusic has Series 66 and Series 63 licenses, designating them as a securities agent, and is approved to advise clients in North Carolina, South Carolina and Texas. Fidelity Personal And Workplace Advisors is a financial advisory business that has its headquarters in Boston, Massachusetts. The firm has offices in 25 locations and a total of 6,485 advisors. It oversees $345 billion in assets across its 858,130 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves seven charitable organizations. Of its 858,130 client accounts, 68% are held by high-net-worth individuals who have more than $1 million in assets. Fidelity Personal And Workplace Advisors offers a wide array 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 typically depend on which services the firm provides the client. Fee types charged by Fidelity Personal And Workplace Advisors likely include any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Series 63, Certified Financial Planner

Years of Experience

18 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

Zeljka Kulusic Work History

Zeljka has 18 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2013 - Present (6 years)

Fidelity Brokerage Services LLC

2012 - 2013 (1 year)

Ernst & Young Llp

2000 - 2011 (11 years)

Ernst & Young Llp

Disclosures

Zeljka Kulusic has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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