Keegan
De Lange

Fidelity Personal And Workplace Advisors

CRD#7265374
Investment Advisor
in Chesterfield, MO

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About this Advisor

Keegan De Lange is a financial advisor working out of Chesterfield, Missouri who has 1 year of industry experience. De Lange currently works for Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at University Of Louisville, British International College, Northwestern Mutual Investment Services LLC, Ramana Madupalli, Gregory Lindsay, Andrew Mansfield, Stephanie Mansfield and Fidelity Investments. De Lange holds Series 63 and Series 66 licenses, designating them as a securities agent, and can operate in Missouri. Fidelity Personal And Workplace Advisors is a company based in Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 financial advisors. It administers $653 billion in assets under management across its 1,712,247 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 11 charities and foundations. Of its 1,712,247 customer accounts, 31% belong to high-net-worth individuals who have greater than $1 million in investable assets. Fidelity Personal And Workplace Advisors performs a diverse assortment of services, including 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 depend on which service is offered. However, fee types charged by Fidelity Personal And Workplace Advisors likely are comprised of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

16090 Swingley Ridge Rd, Ste 100
Chesterfield, MO 63017-2064

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

MO Average: $16,012,751,954
Total Number of Employees

13,507

MO Average: 118
Total Number of Accounts

1,712,247

MO Average: 4,567
Average Account Size

$381,106

MO Average: $3,506,186

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

Keegan De Lange Work History

Keegan has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Fidelity Investments

2021 - 2021 (< 1 year)

Andrew Mansfield

2021 - 2021 (< 1 year)

Stephanie Mansfield

2020 - 2021 (1 year)

Northwestern Mutual Investment Services LLC

2020 - 2021 (1 year)

Ramana Madupalli

2020 - 2021 (1 year)

Gregory Lindsay

2016 - 2020 (4 years)

University Of Louisville

2013 - 2015 (2 years)

British International College

*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 Keegan De Lange 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

Nora Clifford
Greenbrae, CA
Elizabeth Muncie
Boston, MA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Laura Mccallum
Austin, TX
Michael Gefen
Fairfield, CT
Andrew Draluck
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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