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 out of Portland, Oregon with a total of 4 years of industry experience. Hwang is an employee of Fidelity Personal And Workplace Advisors. Throughout their career, Hwang has worked at Fidelity Investments, Fair Housing Council Of Oregon, Asian Pacific American Network Of Oregon and Sinju Bridgeport LLC. Hwang has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to work in Oregon, Texas and Washington. Fidelity Personal And Workplace Advisors is a firm that has its headquarters in Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 advisors. It manages $653 billion in total assets among its 1,712,247 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to 11 charities and foundations. Of its 1,712,247 accounts, 31% are held by high-net-worth individuals who have at least $1 million in investable assets. Fidelity Personal And Workplace Advisors performs a number 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. A financial advisor's fees largely vary depending on the type of financial services. However, fees charged by Fidelity Personal And Workplace Advisors can include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 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

825 Sw Fifth Ave
Portland, OR 97204-2005

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

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

13,507

OR Average: 118
Total Number of Accounts

1,712,247

OR Average: 4,567
Average Account Size

$381,106

OR 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

Soojin Hwang Work History

Soojin has been registered as a financial advisor for 4 years.*

2017 - Present (7 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

*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 Soojin Hwang 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
Elizabeth Muncie
Boston, MA
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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