Soojin
Hwang

Fidelity Personal And Workplace Advisors

CRD#6794921
Investment Advisor
in Portland, OR

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About this Advisor

Soojin Hwang is a financial advisor who works in Portland, Oregon, with a total of nine years of professional experience. Hwang works at Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Fidelity Investments, Fair Housing Council Of Oregon, Asian Pacific American Network Of Oregon, Sinju Bridgeport LLC, J&J Hana LLC and Sushi Hana 2 LLC. Hwang maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to work in Oregon and Texas. Fidelity Personal And Workplace Advisors is a registered investment company based in Portland, Oregon. The firm has offices in 25 locations and a total of 6,722 financial advisors. It manages $338 billion in total assets across its 914,878 accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to eight charitable organizations. Of its 914,878 client accounts, 24% are associated with high-net-worth investors who have at least $1 million in investable assets. Fidelity Personal And Workplace Advisors offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial advice typically vary depending on which services the firm provides the client. However, fee types charged by Fidelity Personal And Workplace Advisors may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

825 Sw Fifth Ave
Portland, OR 97204-2005

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$338,001,104,173

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

6,722

OR Average: 118
Total Number of Accounts

914,878

OR Average: 4,567
Average Account Size

$369,449

OR 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

Soojin Hwang Work History

Soojin has 10 years of experience.

2017 - Present (3 years)

Fidelity Investments

2016 - 2017 (1 year)

Fair Housing Council Of Oregon

2014 - 2014 (< 1 year)

Asian Pacific American Network Of Oregon

2012 - 2013 (1 year)

Sinju Bridgeport LLC

2011 - 2012 (1 year)

J&J Hana LLC

2010 - 2010 (< 1 year)

Sushi Hana 2 LLC

Disclosures

Soojin Hwang has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Eric Callahan
Boston, MA
David Motola
Boston, MA
Joshua Hardtke
Boston, MA
Preston Coyle
Boston, MA
Ryan Osterloh
Boston, MA
Samuel Taylor
Mc Lean, VA
Kenneth Ray
Jacksonville, FL
Brandon Matthews
Boston, MA

This content was compiled from the SEC and FINRA.

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