Kevin
Strother

Fidelity Personal And Workplace Advisors

CRD#3007989
Investment Advisor
in Morris Plains, NJ

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About this Advisor

Kevin Strother is a financial advisor working out of Morris Plains, New Jersey with a total of 2 years of relevant experience. Strother works at Fidelity Personal And Workplace Advisors. The advisor has gained experience at Wells Fargo Clearing Services LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Aig/ Valic Financial, Ups, Paychex, Fidelity Investments and Laidlaw & Co (Uk) LTD. Strother holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and can serve investors in New Jersey and Texas. Fidelity Personal And Workplace Advisors is a registered investment firm operating out of Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 financial advisors. It handles $653 billion in assets under management across its 1,712,247 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 11 charities and foundations. Of its 1,712,247 customer accounts, 31% are held by high-net-worth clients who have greater than $1 million in assets. The company offers 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 charged by financial advisors largely are based on which services the firm provides the client. Fee types charged by Fidelity Personal And Workplace Advisors likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Morris Plains, NJ

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

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

13,507

NJ Average: 118
Total Number of Accounts

1,712,247

NJ Average: 4,567
Average Account Size

$381,106

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

Kevin Strother Work History

Kevin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Fidelity Investments

2021 - 2021 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2020 - 2021 (1 year)

Aig/ Valic Financial

2017 - 2020 (3 years)

Wells Fargo Clearing Services LLC

2017 - 2017 (< 1 year)

Paychex

2016 - 2016 (< 1 year)

Ups

2012 - 2016 (4 years)

Laidlaw & Co (Uk) LTD

*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 Kevin Strother 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

Nora Clifford
Greenbrae, CA
Elizabeth Muncie
Boston, MA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Laura Mccallum
Austin, TX
Michael Gefen
Fairfield, CT
Andrew Draluck
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.

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