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, working with Fidelity Personal And Workplace Advisors. Kathryn has previously held positions at Wells Fargo Clearing Services LLC, Rhi General Group, Sip, Brazwells, Whisky River, Mcgarry Bowen, Charthouse, Pf Market, Montford Billiards, Fidelity Investments, and Winthrop University. Kathryn has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina and Texas. Currently, Kathryn is part of Fidelity Personal And Workplace Advisors, which operates out of Matthews, 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
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
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
Fidelity Investments
Sip
Montford Billiards
Wells Fargo Clearing Services LLC
Rhi General Group
Sip
Winthrop University
Brazwells
Whisky River
Mcgarry Bowen
Charthouse
Pf Market
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.
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