Renrick
Pesce

Fidelity Personal And Workplace Advisors

CRD#6599023
Investment Advisor
in Merrimack, NH

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About this Advisor

Renrick Pesce is a financial advisor in Merrimack, New Hampshire. Currently a registered investment advisor at Fidelity Personal And Workplace Advisors, they have accumulated 10 years of professional experience. Pesce holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Pesce is able to advise clients based out of New Hampshire and Texas. Over the course of their career, Pesce has held roles at John Hancock Funds, John Hancock Retirement Plan Services, A Great Place To Sit, Homestead-Miami Speedway, Boston Celtics, University Of New Hampshire, John Hancock Funds, LLC, John Hancock Advisers, LLC, Edward Jones, Axa Advisors, LLC, Uber, Lyft and Fidelity Brokerage Services, LLC. Fidelity Personal And Workplace Advisors is headquartered in Merrimack, New Hampshire, and operates out of 1,138 brick-and-mortar locations throughout the nation. As a company, Fidelity Personal And Workplace Advisors oversees $453 billion in assets throughout 1,038,219 accounts and employs more than 8,158 people. The level of assets currently under the firm's management places it among the biggest firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 29% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Fidelity Personal And Workplace Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

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, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

Two Contra Way
Merrimack, NH 03054

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$453,297,086,677

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

8,158

NH Average: 118
Total Number of Accounts

1,038,219

NH Average: 4,567
Average Account Size

$436,610

NH Average: $3,506,186

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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
  • Other

Renrick Pesce Work History

Renrick has 10 years of experience.

2020 - Present (0 year)

Fidelity Brokerage Services, LLC

2019 - Present (1 year)

Uber

2019 - Present (1 year)

Lyft

2019 - 2019 (< 1 year)

Edward Jones

2019 - 2019 (< 1 year)

Axa Advisors, LLC

2018 - 2019 (1 year)

John Hancock Advisers, LLC

2017 - 2019 (2 years)

John Hancock Funds

2017 - 2019 (2 years)

John Hancock Funds, LLC

2015 - 2017 (2 years)

John Hancock Retirement Plan Services

2015 - 2015 (< 1 year)

A Great Place To Sit

2012 - 2014 (2 years)

Homestead-Miami Speedway

2012 - 2012 (< 1 year)

Boston Celtics

2010 - 2012 (2 years)

University Of New Hampshire

Disclosures

Renrick Pesce has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Lauren Hinton
Englewood, CO
Meghan Snouffer
Boston, MA
James Woodall
Roanoke, TX
Julie Miller
Denver, CO
Stephanie Spyres
San Antonio, TX
Bryan Albaugh
Boston, MA
Nicholas Almasov
Los Gatos, CA
Colton Smith
Bellevue, WA

This content was compiled from the SEC and FINRA.

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