Kathryn
Condon

Fidelity Personal And Workplace Advisors

CRD#7271627
Investment Advisor
in Matthews, NC

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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

Series 63, Series 66

Years Registered*

2 years

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

Matthews, NC

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

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

13,507

NC Average: 118
Total Number of Accounts

1,712,247

NC Average: 4,567
Average Account Size

$381,106

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

Kathryn Condon Work History

Kathryn has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Fidelity Investments

2021 - 2021 (< 1 year)

Sip

2021 - 2021 (< 1 year)

Montford Billiards

2020 - 2021 (1 year)

Wells Fargo Clearing Services LLC

2020 - 2020 (< 1 year)

Rhi General Group

2018 - 2020 (2 years)

Sip

2018 - 2020 (2 years)

Winthrop University

2016 - 2018 (2 years)

Brazwells

2015 - 2017 (2 years)

Whisky River

2015 - 2015 (< 1 year)

Mcgarry Bowen

2014 - 2015 (1 year)

Charthouse

2014 - 2014 (< 1 year)

Pf Market

2013 - 2014 (1 year)

Bistro 18

2013 - 2013 (< 1 year)

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

Nora Clifford
Greenbrae, CA
Randall Rogers
Smithfield, RI
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Laura Mccallum
Austin, TX
Michael Gefen
Fairfield, CT
Andrew Draluck
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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