John
Angus

Fidelity Personal And Workplace Advisors

CRD#6763629
Investment Advisor
in Pittsburgh, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

John Angus is a financial advisor operating out of Pittsburgh, Pennsylvania who has 3 years of relevant experience. Angus works at Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Absolute Capital Management LLC, Lake Superior State University, Ligonier Ymca, Fairbanks North Star Borough School District and Fidelity Investments. Angus maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. Fidelity Personal And Workplace Advisors is a registered investment firm that has its headquarters in Boston, MA. The company has offices in 3,093 locations and a total of 13,507 financial advisors. It handles $653 billion in total assets between its 1,712,247 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 11 charitable organizations. Of its 1,712,247 customer accounts, 31% belong to high-net-worth clients who have at least $1 million in assets available to invest. Fidelity Personal And Workplace Advisors has 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. Financial management fees vary depending on the type of financial services. However, fee types charged by Fidelity Personal And Workplace Advisors likely consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

1680 Washington Rd.,Ste H
Pittsburgh, PA 15241

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

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

13,507

PA Average: 118
Total Number of Accounts

1,712,247

PA Average: 4,567
Average Account Size

$381,106

PA 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

John Angus Work History

John has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Fidelity Investments

2016 - 2019 (3 years)

Absolute Capital Management LLC

2013 - 2016 (3 years)

Lake Superior State University

2013 - 2013 (< 1 year)

Ligonier Ymca

2012 - 2013 (1 year)

Fairbanks North Star Borough School District

*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 John Angus 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
Scott Ratajczak
Wyncote, PA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Randall Rogers
Smithfield, RI
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.

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. 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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started