Lauren
Griffiths

Fidelity Personal And Workplace Advisors

CRD#6013941
Investment Advisor
in Westlake, OH

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About this Advisor

Lauren Griffiths is a certified financial planner operating in Westlake, Ohio, who has been in the industry for 10 years. Griffiths works at Fidelity Personal And Workplace Advisors. Over the course of their career, they have held roles at National Financial Services LLC, Fidelity Brokerage Services LLC, Pyramis Distributors Corporation LLC and Fidelity Investments Institutional Services Company, Inc. Griffiths has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Ohio and Texas. Fidelity Personal And Workplace Advisors is a firm based in Westlake, Ohio. The firm has offices in 3,180 locations and a total of 11,220 advisors. It administers $727 billion in assets under management across its 1,509,611 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to nine charities and foundations. Of its 1,509,611 accounts, 34% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Fidelity Personal And Workplace Advisors offers a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fee schedules largely vary depending on which services are offered. However, fee types billed by Fidelity Personal And Workplace Advisors can include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 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, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

1800 Crocker Road
Westlake, OH 44145

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$726,706,488,861

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

11,220

OH Average: 118
Total Number of Accounts

1,509,611

OH Average: 4,567
Average Account Size

$481,387

OH Average: $3,506,186

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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
  • Other

Lauren Griffiths Work History

Lauren has 10 years of experience.

2016 - Present (6 years)

Fidelity Brokerage Services LLC

2016 - 2016 (< 1 year)

Pyramis Distributors Corporation LLC

2016 - 2016 (< 1 year)

Fidelity Investments Institutional Services Company, Inc

2015 - 2016 (1 year)

Fidelity Brokerage Services LLC

2012 - 2015 (3 years)

National Financial Services LLC

Disclosures

Lauren Griffiths has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Cameron Simmons
Leawood, KS
Haley Clavenna
Katy, TX
Michael Tran
Palo Alto, CA
Elizabeth Trevino
Boston, MA
Deborah Tustin
King Of Prussia, PA
Lauren Comer
Salt Lake City, UT
Sarah White
West Hartford, CT
David Tardiff
Boston, MA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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