Hannah
Myers

Fidelity Personal And Workplace Advisors

CRD#7716417
Investment Advisor
in Durham, NC

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About this Advisor

Hannah Myers is a financial advisor based in Durham, North Carolina, working with Fidelity Personal And Workplace Advisors. Hannah has previously held positions at Fidelity Investments, David R Ross Dds Pc, Exp Realty LLC, Backyard Bistro LLC, Ruckus Pizza Pasta And Spirits, Maroni Beverage Company, Rodney Carroll Real Estate Team, Bell Partners Inc, Axon Childcare Services Company, University Of North Carolina At Wilmington, Premium Brands Opco LLC, Wake Technical Community College, Annas Pizzeria, East Carolina University, Middle Creek High School, and Demuth Realty Group. Hannah has passed the Series 66 regulatory exam and is registered to provide services in North Carolina and Texas. Currently, Hannah 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

Hannah Myers Work History

2023 - Present (1 year)

Fidelity Investments

2022 - 2023 (1 year)

David R Ross Dds Pc

2022 - 2022 (< 1 year)

Exp Realty LLC

2022 - 2022 (< 1 year)

Demuth Realty Group

2021 - 2022 (1 year)

Backyard Bistro LLC

2021 - 2021 (< 1 year)

Ruckus Pizza Pasta And Spirits

2021 - 2021 (< 1 year)

Maroni Beverage Company

2021 - 2021 (< 1 year)

Rodney Carroll Real Estate Team

2020 - 2020 (< 1 year)

Bell Partners Inc

2020 - 2020 (< 1 year)

Axon Childcare Services Company

2019 - 2019 (< 1 year)

Premium Brands Opco LLC

2018 - 2020 (2 years)

University Of North Carolina At Wilmington

2017 - 2018 (1 year)

Wake Technical Community College

2017 - 2018 (1 year)

Annas Pizzeria

2016 - 2016 (< 1 year)

East Carolina University

2015 - 2017 (2 years)

Ruckus Pizza Pasta And Spirits

2012 - 2016 (4 years)

Middle Creek High School

Disclosures

Please visit the SEC profile of Hannah Myers 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

The content in this profile was updated by SmartAsset on 6/19/2024. 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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