Sanjukta
Chaudhuri
Fidelity Personal And Workplace Advisors
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About this Advisor
Sanjukta Chaudhuri is a financial advisor based in Saint Paul, Minnesota, working with Fidelity Personal And Workplace Advisors. Sanjukta has previously held positions at TD Ameritrade, Highland Partners (Hilltop Securities), Minnesota Dept Of Employment And Economic Development, University Of Wisconsin Eau Claire, Ameriprise Financial Services, LLC, and Fidelity Investments. Sanjukta has passed the Series 66 regulatory exam and is registered to provide services in Minnesota and Texas. Currently, Sanjukta is part of Fidelity Personal And Workplace Advisors, which operates out of Saint Paul, Minnesota. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
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
Sanjukta Chaudhuri Work History
Fidelity Investments
Td Ameritrade
Highland Partners (Hilltop Securities)
Ameriprise Financial Services, LLC
Minnesota Dept Of Employment And Economic Development
University Of Wisconsin Eau Claire
Disclosures
Please visit the SEC profile of Sanjukta Chaudhuri to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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