David
Fenster
Fidelity Personal And Workplace Advisors
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About this Advisor
David Fenster is a financial advisor working out of Philadelphia, Pennsylvania. Fenster is an advisor for Fidelity Personal And Workplace Advisors. The advisor has gained experience at The Stanley Laman Group, American Destiny Re-Phila, Entercom, Fox Sports Radio, Laborocity, Camp Nock-A-Mixon, Temple University, Plymouth Whitemarsh High School, Fidelity Investments and Lees Hoagie House. Fenster holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Pennsylvania and Texas. Fidelity Personal And Workplace Advisors is an advisory company operating out of Boston, MA. It has offices in 3,093 locations and a total of 13,507 employees. It manages $653 billion in assets across its 1,712,247 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 11 charities and foundations. Of its 1,712,247 accounts, 31% are associated with high-net-worth clients who have greater than $1 million in assets. Fidelity Personal And Workplace Advisors has a number of services, such as 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 fee schedules typically depend on which services are provided. Fees charged by Fidelity Personal And Workplace Advisors likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$652,548,367,853
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
13,507
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,712,247
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$381,106
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
David Fenster Work History
David has been registered as a financial advisor for 0 years.*
Fidelity Investments
The Stanley Laman Group
American Destiny Re-Phila
Entercom
Fox Sports Radio
Laborocity
Lees Hoagie House
Temple University
Camp Nock-A-Mixon
Plymouth Whitemarsh High School
*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 David Fenster 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
Greenbrae, CA
Boston, MA
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Austin, TX
Fairfield, CT
Fort Lauderdale, FL
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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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