Joel
Vanpatten
Fidelity Personal And Workplace Advisors
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About this Advisor
Joel Vanpatten is a financial advisor based out of Merrimack, New Hampshire with a total of 5 years of industry experience. Vanpatten is an employee of Fidelity Personal And Workplace Advisors. Over the course of their career, Vanpatten has held roles at Autofair Honda, Mini Of Bedford, Eec Traders, Currier Museum Of Art and Fidelity Brokerage Services LLC. Vanpatten holds Series 66 and Series 63 licenses, designating them as a securities agent, and is registered to serve investors in New Hampshire and Texas. Fidelity Personal And Workplace Advisors is an advisory business based out of Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 advisors. It controls $653 billion in assets between its 1,712,247 client accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advisory services to 11 charitable organizations. Of its 1,712,247 customer accounts, 31% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Fidelity Personal And Workplace Advisors offers a broad set 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. Financial management fee schedules largely are based on which service is provided. However, fees charged by Fidelity Personal And Workplace Advisors likely are comprised of any 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
Joel Vanpatten Work History
Joel has been registered as a financial advisor for 5 years.*
Fidelity Brokerage Services LLC
Eec Traders
Currier Museum Of Art
Autofair Honda
Mini Of Bedford
Autofair Honda
*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 Joel Vanpatten 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
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Austin, TX
Fairfield, CT
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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