Kathryn
Condon
Fidelity Personal And Workplace Advisors
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About this Advisor
Kathryn Condon is a financial advisor based in Matthews, North Carolina who has 2 years of relevant experience. Condon works at Fidelity Personal And Workplace Advisors. During their career, Condon has held roles at Wells Fargo Clearing Services LLC, Rhi General Group, Sip, Brazwells, Whisky River, Mcgarry Bowen, Charthouse, Pf Market, Bistro 18, Babylon Carriage House, Montford Billiards, Fidelity Investments and Winthrop University. Condon holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to work in North Carolina and Texas. Fidelity Personal And Workplace Advisors is an advisory company operating out of Boston, MA. The company has offices in 3,093 locations and a total of 13,507 financial advisors. It controls $653 billion in total assets among its 1,712,247 accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advice to 11 charities and foundations. Of its 1,712,247 client accounts, 31% belong to high-net-worth clients who have more than $1 million in assets. The business performs a broad assortment of services, including 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 depend on which services the firm provides the client. Fees charged by Fidelity Personal And Workplace Advisors likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
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
Kathryn Condon Work History
Kathryn has been registered as a financial advisor for 2 years.*
Fidelity Investments
Sip
Montford Billiards
Wells Fargo Clearing Services LLC
Rhi General Group
Sip
Winthrop University
Brazwells
Whisky River
Mcgarry Bowen
Charthouse
Pf Market
Bistro 18
Babylon Carriage House
*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 Kathryn Condon 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
Greenbrae, CA
Smithfield, RI
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Austin, TX
Fairfield, CT
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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