Fidelity Personal And Workplace Advisors

Investment Advisor
in Hawthorne, NY

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About this Advisor

Nicole Villavicencio is a financial advisor working out of Hawthorne, New York. Villavicencio is an advisor for Fidelity Personal And Workplace Advisors. Throughout their career, Villavicencio has worked at Wells Fargo Bank, Na, Jpmorgan Chase, Jpmorgan Securities LLC, Jpmorgan Chase Bank Na, Wow Cleaning Inc, Morgan Stanley, Morgan Stanley Private Bank, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America N.A, Fidelity Investments and Iona University. Villavicencio holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to work in New York and Texas. Fidelity Personal And Workplace Advisors is a registered investment company based in Boston, MA. The investment advisory business 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 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 11 charitable organizations. Of its 1,712,247 accounts, 31% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors performs a wide array 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. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. Fee types billed by Fidelity Personal And Workplace Advisors most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

less than 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

Hawthorne, NY

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management


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


NY Average: 118
Total Number of Accounts


NY Average: 4,567
Average Account Size


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

Nicole Villavicencio Work History

Nicole has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Fidelity Investments

2020 - 2020 (< 1 year)

Morgan Stanley

2020 - 2020 (< 1 year)

Morgan Stanley Private Bank, N.A

2020 - 2023 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2020 - 2023 (3 years)

Bank Of America N.A

2018 - 2020 (2 years)

Jpmorgan Securities LLC

2018 - 2020 (2 years)

Jpmorgan Chase Bank Na

2015 - 2018 (3 years)

Wells Fargo Bank, Na

2014 - 2015 (1 year)

Jpmorgan Chase

2013 - 2014 (1 year)

Wow Cleaning Inc

2012 - 2015 (3 years)

Iona University

*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 Nicole Villavicencio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Laura Mccallum
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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

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