Julia
Hirsch
Fidelity Personal And Workplace Advisors
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About this Advisor
Julia Hirsch is a financial advisor based in Merrimack, New Hampshire with a total of 3 years of industry experience. Hirsch is on the advisory team at Fidelity Personal And Workplace Advisors. The advisor has gained experience at Fidelity Investments, New England Complex Systems Institute, Legal Sea Foods, Automatic Data Processing (Adp), Picket Fence Taxes, Goucher College Alumni Office, Goucher College, Kahal- Your Jewish Home Abroad, Chillingsworth, Stop & Shop, Congressman Dutch Ruppersberger, Camp Hoffman, Pates Restaurant, Daves Marketplace and Rocky Hill School. Hirsch holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Massachusetts, New Hampshire and Texas. Fidelity Personal And Workplace Advisors is an advisory business operating out of Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 employees. It administers $653 billion in total 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 accounts, 31% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors provides a number 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 fees typically are based on the financial services provided. Fees charged by Fidelity Personal And Workplace Advisors may include any blend 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
Julia Hirsch Work History
Julia has been registered as a financial advisor for 3 years.*
Fidelity Investments
New England Complex Systems Institute
Legal Sea Foods
Automatic Data Processing (Adp)
Picket Fence Taxes
Kahal- Your Jewish Home Abroad
Stop & Shop
Goucher College Alumni Office
Chillingsworth
Congressman Dutch Ruppersberger
Goucher College
Camp Hoffman
Pates Restaurant
Goucher College
Daves Marketplace
Rocky Hill 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 Julia Hirsch 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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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.
