Robert
Marks
Fidelity Personal And Workplace Advisors
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About this Advisor
Robert Marks is a financial advisor based out of Bronx, New York with a total of 1 year of relevant experience. Marks is an advisor for Fidelity Personal And Workplace Advisors. During their career, Marks has held roles at Poly Prep Summer Experience, Course Hero Inc, Plymouth Church, New York City Council, Suny Oneonta, Foresters Financial Services, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Td Bank, University At Albany, J.P. Morgan Securities, LLC and Fidelity Investments. Marks maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to serve investors in New York. Fidelity Personal And Workplace Advisors is a firm based in Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 advisors. It handles $653 billion in assets between its 1,712,247 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 11 charitable organizations. Of its 1,712,247 accounts, 31% are held by high-net-worth individuals who have more than $1 million in investable assets. Fidelity Personal And Workplace Advisors has a diverse range 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. Fees charged by financial advisors typically are based on which services the firm provides the client. Fee types billed by Fidelity Personal And Workplace Advisors most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
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
Robert Marks Work History
Robert has been registered as a financial advisor for 1 years.*
Fidelity Investments
J.P. Morgan Securities, LLC
Jpmorgan Chase Bank, N.A
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
Td Bank
Foresters Financial Services
New York City Council
Plymouth Church
Poly Prep Summer Experience
Course Hero Inc
Plymouth Church
Suny Oneonta
Poly Prep Summer Experience
University At Albany
*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 Robert Marks 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
Greenbrae, CA
Framingham, MA
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Smithfield, RI
Fairfield, CT
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.
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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.
