Fidelity Personal And Workplace Advisors
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About this Advisor
Nancy Tolli is a financial advisor who works out of Yonkers, New York with 2 years of industry experience. Tolli works at Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Morgan Stanley and Fidelity Brokerage Services LLC. Tolli maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. Fidelity Personal And Workplace Advisors is a company based out of Boston, MA. It has offices in 3,093 locations and a total of 13,507 people on staff. It oversees $653 billion in assets among its 1,712,247 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 11 charitable organizations. Of its 1,712,247 customer accounts, 31% are held by high-net-worth individuals who have at least $1 million in assets. The firm offers a broad set 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. Financial management fees typically depend on which service is offered. Fee types charged by Fidelity Personal And Workplace Advisors likely include some blend of asset-based and fixed fees.
Certifications and Registrations
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Fidelity Personal And Workplace Advisors Brokerage Details
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
Nancy Tolli Work History
Nancy has been registered as a financial advisor for 2 years.*
Fidelity Brokerage Services LLC
*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.
Please visit the SEC profile of Nancy Tolli 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
Rancho Cucamonga, CA
Fort Lauderdale, FL
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