Nicholas
Mucci
Fidelity Personal And Workplace Advisors
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About this Advisor
Nicholas Mucci is a financial advisor based in Charlotte, North Carolina, working with Fidelity Personal And Workplace Advisors. Nicholas has previously held positions at The Vanguard Group, Inc, E*Trade Securities LLC, E*Trade Capital Management LLC, and Fidelity Investments. Nicholas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina and Texas. Currently, Nicholas is part of Fidelity Personal And Workplace Advisors, which operates out of Charlotte, 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
Nicholas Mucci Work History
Fidelity Investments
E*Trade Securities LLC
E*Trade Capital Management LLC
E*Trade Securities LLC
E*Trade Capital Management LLC
E*Trade Securities LLC
E*Trade Capital Management LLC
The Vanguard Group, Inc
Disclosures
Please visit the SEC profile of Nicholas Mucci 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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