Geoffrey
Bearden
Fidelity Personal And Workplace Advisors
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About this Advisor
Geoffrey Bearden is a financial advisor based in Merrimack, New Hampshire. Bearden is an employee of Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Fidelity Investments, Leader Bank, Morgan Stanley, Baystate Financial, Allbridge, Unh Survey Center, Hingham Recreation, Peel Pizza, Sausage Guy, Crowe Point Pizza, University Of New Hampshire and Hingham High School. Bearden holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to operate in Massachusetts, New Hampshire and Texas. Fidelity Personal And Workplace Advisors is an advisory company that has its headquarters in Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 advisors. It administers $653 billion in total assets between its 1,712,247 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to 11 charities and foundations. Of its 1,712,247 customer accounts, 31% are associated with high-net-worth investors who have more than $1 million in investable assets. The business 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 for financial management usually depend on which service is offered. However, fees billed by Fidelity Personal And Workplace Advisors may include 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
Geoffrey Bearden Work History
Geoffrey has been registered as a financial advisor for 0 years.*
Fidelity Investments
Leader Bank
Baystate Financial
Morgan Stanley
Allbridge
Unh Survey Center
Peel Pizza
Sausage Guy
University Of New Hampshire
Hingham Recreation
Crowe Point Pizza
Hingham High School
*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 Geoffrey Bearden 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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