Fidelity Personal And Workplace Advisors
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About this Advisor
Kevin White is an investment advisor who is based out of Scarsdale, New York. Currently a registered financial advisor with Fidelity Personal And Workplace Advisors, White has nine years of professional experience as a financial advisor. White has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. White is registered to serve clients based out of New Jersey. During their career, the advisor has held roles at Morgan Stanley Smith Barney, Merrill Lynch, Pierce Fenner & Smith Inc, Bank Of America, N.A, J.P. Morgan Securities LLC, Star Shine, Lpl Financial, LLC, Gladstone Institutional Advisory, LLC and Fidelity Brokerage Services LLC. Fidelity Personal And Workplace Advisors is headquartered in Scarsdale, New York, and operates out of 25 other brick-and-mortar locations in the United States. In total, Fidelity Personal And Workplace Advisors oversees $338 billion in assets dispersed across 914,878 client accounts and retains more than 6,722 people. The amount of assets the firm manages places it among the largest financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 24% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Fidelity Personal And Workplace Advisors can provide 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 may charge clients 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
Kevin White Work History
Kevin has 10 years of experience.
Fidelity Brokerage Services LLC
Lpl Financial, LLC
Gladstone Institutional Advisory, LLC
J.P. Morgan Securities LLC
Bank Of America, N.A
Merrill Lynch, Pierce Fenner & Smith Inc
Morgan Stanley Smith Barney
Kevin White has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Fidelity Personal And Workplace Advisors
Mc Lean, VA
Salt Lake City, UT