Fidelity Personal And Workplace Advisors
About this Advisor
Evan Byrne is a certified financial planner in Albuquerque, New Mexico. Currently an advisor at Fidelity Personal And Workplace Advisors, Byrne has 13 years of practice as a registered investment advisor. Byrne maintains a Series 63 license, certifying them as a securities agent. Byrne is able to advise clients based out of New Mexico and Texas. Over the course of their career, Byrne has held roles at Smiths Food And Drug, Fidelity Investments and Fidelity Brokerage Services, LLC. Fidelity Personal And Workplace Advisors is headquartered in Albuquerque, New Mexico, and has 1,138 locations across the country. As a registered investment firm, Fidelity Personal And Workplace Advisors manages $453 billion in assets throughout 1,038,219 client accounts and retains more than 8,158 people. The amount of assets the firm manages makes it one of the largest firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 29% of the advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Fidelity Personal And Workplace Advisors can offer 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
Years of Experience
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Fidelity Personal And Workplace Advisors Brokerage Details
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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
Evan Byrne Work History
Evan has 13 years of experience.
Fidelity Brokerage Services, LLC
Smiths Food And Drug
Evan Byrne has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Fidelity Personal And Workplace Advisors
San Antonio, TX