Brandon
Copley
Fidelity Personal And Workplace Advisors
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About this Advisor
Brandon Copley is a financial advisor operating out of Minneapolis, Minnesota who has 2 years of industry experience. Copley is an advisor for Fidelity Personal And Workplace Advisors. Over the course of their career, Copley has held roles at Ameriprise Financial Services LLC, B Wells Inc, The Home Depot, Duluth Trading Company, Doordash Inc, Red Wing Smoke Shop, Boulder Tap House and Fidelity Investments. Copley holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Minnesota and Texas. Fidelity Personal And Workplace Advisors is a financial advisory business based out of Boston, MA. It has offices in 3,093 locations and a total of 13,507 financial advisors. It has $653 billion in assets among its 1,712,247 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 11 charities and foundations. Of its 1,712,247 accounts, 31% belong to high-net-worth individuals who have more than $1 million in assets. Fidelity Personal And Workplace Advisors provides 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 and educational seminars. Fees charged by financial advisors usually depend on the type of services. However, fee types charged by Fidelity Personal And Workplace Advisors likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
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
Brandon Copley Work History
Brandon has been registered as a financial advisor for 2 years.*
Fidelity Investments
Ameriprise Financial Services LLC
Duluth Trading Company
Doordash Inc
The Home Depot
Red Wing Smoke Shop
Boulder Tap House
B Wells Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brandon Copley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fidelity Personal And Workplace Advisors
Greenbrae, CA
Boston, MA
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Westwood, MA
Boston, MA
Austin, TX
Fairfield, CT
Fort Lauderdale, FL
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