Bryan
Lepage

Fidelity Personal And Workplace Advisors

CRD#3005976
Investment Advisor
in Matthews, NC

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About this Advisor

Bryan Lepage is a financial advisor working in Matthews, North Carolina. Lepage currently works for Fidelity Personal And Workplace Advisors. Over the course of their career, Lepage has held roles at Tiaa Cref, Nationwide Securities, LLC, Northwestern Mutual Investment Services LLC, Jennie Derby, Avantax Advisory Services, Charlotte-Mecklenburg Schools, Avantax Investment Services, Inc, Avantax Insurance Agency, Inc, Fidelity Investments, Slw Tax And Financial Management, Hd Vest Insurance Agency, Inc and Charlotte-Mecklenburg. Lepage has Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in North Carolina. Fidelity Personal And Workplace Advisors is an advisory firm that has its headquarters in Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 employees. It handles $653 billion in total assets among its 1,712,247 accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advisory services to 11 charitable organizations. Of its 1,712,247 client accounts, 31% are associated with high-net-worth investors who have at least $1 million in investable assets. The company has a number 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. Fees charged by financial advisors largely vary depending on the financial services offered. However, fees charged by Fidelity Personal And Workplace Advisors may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, 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

Matthews, NC

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

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

13,507

NC Average: 118
Total Number of Accounts

1,712,247

NC Average: 4,567
Average Account Size

$381,106

NC 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

Bryan Lepage Work History

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

2022 - Present (2 years)

Fidelity Investments

2019 - 2020 (1 year)

Slw Tax And Financial Management

2019 - 2021 (2 years)

Hd Vest Insurance Agency, Inc

2017 - 2021 (4 years)

Avantax Advisory Services

2017 - 2021 (4 years)

Avantax Investment Services, Inc

2017 - 2021 (4 years)

Avantax Insurance Agency, Inc

2015 - 2015 (< 1 year)

Northwestern Mutual Investment Services LLC

2015 - 2015 (< 1 year)

Jennie Derby

2015 - 2022 (7 years)

Charlotte-Mecklenburg Schools

2015 - 2022 (7 years)

Charlotte-Mecklenburg

2014 - 2014 (< 1 year)

Tiaa Cref

2010 - 2013 (3 years)

Nationwide Securities, 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.

Disclosures

Please visit the SEC profile of Bryan Lepage 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

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Greenbrae, CA
Randall Rogers
Smithfield, RI
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.

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