Chaudhry Adeem
Asim

Fidelity Personal And Workplace Advisors

CRD#7717835
Investment Advisor
in Durham, NC

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About this Advisor

Chaudhry Adeem Asim is a financial advisor based in Durham, North Carolina, working with Fidelity Personal And Workplace Advisors. Chaudhry has previously held positions at Fidelity Investments, National General Insurance (Allstate Company), High Point Clinical Trails Centre, University Of North Carolina At Pembroke, Wake Forest Baptist Medical Centre, Wal-Mart, Life Care Hospital, University Of Rajshahi, and University Of Alcala. Chaudhry has passed the Series 66 regulatory exam and is registered to provide services in North Carolina and Texas. Currently, Chaudhry is part of Fidelity Personal And Workplace Advisors, which operates out of Durham, North Carolina. 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

Series 66

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

100 New Millennium Way
Durham, NC 27709-8204

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$818,776,100,963

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

15,424

NC Average: 118
Total Number of Accounts

1,991,043

NC Average: 4,567
Average Account Size

$411,230

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

Chaudhry Adeem Asim Work History

2023 - Present (1 year)

Fidelity Investments

2022 - 2023 (1 year)

University Of Alcala

2021 - 2023 (2 years)

National General Insurance (Allstate Company)

2020 - 2021 (1 year)

High Point Clinical Trails Centre

2020 - 2022 (2 years)

University Of North Carolina At Pembroke

2019 - 2020 (1 year)

High Point Clinical Trails Centre

2019 - 2019 (< 1 year)

Wake Forest Baptist Medical Centre

2018 - 2019 (1 year)

Wal-Mart

2018 - 2019 (1 year)

Wake Forest Baptist Medical Centre

2015 - 2017 (2 years)

Life Care Hospital

2009 - 2015 (6 years)

University Of Rajshahi

Disclosures

Please visit the SEC profile of Chaudhry Adeem Asim 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

Mitchell Green
Jacksonville, FL
Austin Stevens
Jacksonville, FL
Tyler Rizzo
Chesterfield, MO
Justin Gorney
Durham, NC
Gerald Granick
Jacksonville, FL
Ashlie Bostick
Colorado Springs, CO
Andrew Pillai
Murrieta, CA
Patrick Ihnken
Portland, OR

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