Michael
Pezza

Fidelity Personal And Workplace Advisors

CRD#6344674
Investment Advisor
in Lake Grove, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Pezza is a financial advisor who works out of Lake Grove, New York who has 1 year of relevant experience. Pezza is currently employed by Fidelity Personal And Workplace Advisors. Throughout their career, they have worked at Charles Schwab & Co., Inc, East Neck Development Corp, Charles Schwab Bank, Northwestern Mutual, Huntington Crescent Club, Huntington Cresent Club, Loyola University Maryland, Jpmorgan Securities LLC, Jpmorgan Securities, LLC, Jpmorgan Chase Bank Na, Jpmorgan Private Bank and Fidelity Investments. Pezza has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in New York and Texas. Fidelity Personal And Workplace Advisors is a firm that has its headquarters in Boston, MA. It has offices in 3,093 locations and a total of 13,507 people on staff. It oversees $653 billion in assets under management across its 1,712,247 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 11 charities and foundations. Of its 1,712,247 customer accounts, 31% are held by high-net-worth individuals who have more than $1 million in investable assets. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules usually depend on which service is offered. However, fees billed by Fidelity Personal And Workplace Advisors likely are comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

142 New Moriches Road
Lake Grove, NY 11755

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

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

13,507

NY Average: 118
Total Number of Accounts

1,712,247

NY Average: 4,567
Average Account Size

$381,106

NY 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

Michael Pezza Work History

Michael has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Fidelity Investments

2020 - 2021 (1 year)

Jpmorgan Private Bank

2019 - 2020 (1 year)

Jpmorgan Securities, LLC

2016 - 2019 (3 years)

Jpmorgan Securities LLC

2016 - 2020 (4 years)

Jpmorgan Chase Bank Na

2015 - 2016 (1 year)

Charles Schwab & Co., Inc

2015 - 2016 (1 year)

Charles Schwab Bank

2014 - 2015 (1 year)

Northwestern Mutual

2011 - 2013 (2 years)

East Neck Development Corp

2011 - 2015 (4 years)

Loyola University Maryland

2010 - 2013 (3 years)

Huntington Crescent Club

2008 - 2013 (5 years)

Huntington Cresent Club

*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 Michael Pezza 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started