Robert
Marks
Fidelity Personal And Workplace Advisors
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About this Advisor
Robert Marks is a financial advisor based in Bronx, New York, working with Fidelity Personal And Workplace Advisors. Robert has previously held positions 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, J.P. Morgan Securities, LLC, and Fidelity Investments. Robert has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, Robert is part of Fidelity Personal And Workplace Advisors, which operates out of Bronx, New York. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
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
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
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.
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