Atif
Haq

Fidelity Personal And Workplace Advisors

CRD#6720355
Investment Advisor
in Princeton, NJ

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About this Advisor

Atif Haq is a financial advisor based in Princeton, New Jersey, working with Fidelity Personal And Workplace Advisors. Atif has previously held positions at Bayview Asset Management LLC, The Prudential Insurance Company Of America, Countour Mortgage LLC, Freedom Mortgage Corporation, Cardinal Financial Company, U.S Bank National Association, Anniemac Home Mortgage, Redfin, Pruco Securities LLC, Merrill Lynch, Haq Investment Group Inc, Movement Mortgage LLC, American Advisors Group, New Penn Financial, Bank Of America N.A, Citizens Bank Of Pennsylvania, Citizens Securities Inc, Wellsfargo Bank Na, Gmac Mortgage LLC, Fidelity Investments, Alterra Group LLC, Comcast Corporation, Bank Of America Na, Allstate, Princeton Mortgage Corporation, Express Scripts, and Absolute Home Mortgage Corporation. Atif has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey, Pennsylvania, and Texas. Currently, Atif is part of Fidelity Personal And Workplace Advisors, which operates out of Princeton, New Jersey. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

3518 Rte1 North The Square At West Windsor
Princeton, NJ 08540-5924

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$818,776,100,963

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

15,424

NJ Average: 118
Total Number of Accounts

1,991,043

NJ Average: 4,567
Average Account Size

$411,230

NJ 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

Atif Haq Work History

2024 - Present (0 year)

Fidelity Investments

2023 - Present (1 year)

Citizens Securities Inc

2019 - Present (5 years)

Haq Investment Group Inc

2022 - 2022 (< 1 year)

Redfin

2022 - 2023 (1 year)

Merrill Lynch

2022 - 2022 (< 1 year)

Movement Mortgage LLC

2022 - 2023 (1 year)

Bank Of America N.A

2022 - 2022 (< 1 year)

Allstate

2022 - 2022 (< 1 year)

Express Scripts

2021 - 2022 (1 year)

American Advisors Group

2021 - 2021 (< 1 year)

Redfin

2020 - 2021 (1 year)

Anniemac Home Mortgage

2020 - 2020 (< 1 year)

Absolute Home Mortgage Corporation

2019 - 2019 (< 1 year)

Bayview Asset Management LLC

2019 - 2019 (< 1 year)

The Prudential Insurance Company Of America

2019 - 2020 (1 year)

U.S Bank National Association

2019 - 2019 (< 1 year)

Pruco Securities LLC

2019 - 2019 (< 1 year)

Comcast Corporation

2019 - 2019 (< 1 year)

Princeton Mortgage Corporation

2018 - 2018 (< 1 year)

New Penn Financial

2018 - 2018 (< 1 year)

Freedom Mortgage Corporation

2018 - 2019 (1 year)

Alterra Group LLC

2017 - 2017 (< 1 year)

Countour Mortgage LLC

2017 - 2018 (1 year)

Bank Of America Na

2016 - 2017 (1 year)

Freedom Mortgage Corporation

2016 - 2016 (< 1 year)

Cardinal Financial Company

2016 - 2016 (< 1 year)

Wellsfargo Bank Na

2015 - 2016 (1 year)

Gmac Mortgage LLC

2013 - 2015 (2 years)

Citizens Bank Of Pennsylvania

Disclosures

Please visit the SEC profile of Atif Haq 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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Ashlie Bostick
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Andrew Pillai
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Patrick Ihnken
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