Evan
Byrne

Fidelity Personal And Workplace Advisors

CRD#6644990
Investment Advisor
in Albuquerque, NM

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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

Series 63, Certified Financial Planner

Years of Experience

13 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

2261 Q Street Northeast-Suite 2A
Albuquerque, NM 87110

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$453,297,086,677

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

8,158

NM Average: 118
Total Number of Accounts

1,038,219

NM Average: 4,567
Average Account Size

$436,610

NM 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

Evan Byrne Work History

Evan has 13 years of experience.

2016 - Present (5 years)

Fidelity Brokerage Services, LLC

2015 - 2016 (1 year)

Fidelity Investments

2007 - 2015 (8 years)

Smiths Food And Drug

Disclosures

Evan Byrne 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
Matthew Rogal
Boston, MA
Julie Miller
Denver, CO
Stephanie Spyres
San Antonio, TX
Bryan Albaugh
Boston, MA
Dennis Johnson
Boston, MA

This content was compiled from the SEC and FINRA.

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