Foster
Kyei

Fidelity Personal And Workplace Advisors

CRD#6479268
Investment Advisor
in Durham, NC

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About this Advisor

Foster Kyei is a financial advisor based in Durham, North Carolina, working with Fidelity Personal And Workplace Advisors. Foster has previously held positions at Fidelity Brokerage Services, LLC, The Aroundcampus Group, The Carolina Club/Club Corp Inc, Fidelity Personal And Workplace Advisors, and Fidelity Investments. Foster has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina and Texas. Currently, Foster 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 63, Series 65

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

7011 Fayetteville Rd Suite 110
Durham, NC 27713

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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

Foster Kyei Work History

2022 - Present (2 years)

Fidelity Investments

2018 - 2022 (4 years)

Fidelity Personal And Workplace Advisors

2015 - 2022 (7 years)

Fidelity Brokerage Services, LLC

2015 - 2015 (< 1 year)

The Aroundcampus Group

2014 - 2015 (1 year)

The Carolina Club/Club Corp Inc

Disclosures

Please visit the SEC profile of Foster Kyei 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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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.

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