Max
Pondolph
Fidelity Personal And Workplace Advisors
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About this Advisor
Max Pondolph is a financial advisor based in Exton, Pennsylvania, working with Fidelity Personal And Workplace Advisors. Max has previously held positions at Equitable Advisors LLC, Aramark Food And Uniform Service, Philadelphia Cricket Club, Bloomsburg University Of Pennsylvania, and Fidelity Investments. Max has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, Max is part of Fidelity Personal And Workplace Advisors, which operates out of Exton, Pennsylvania. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
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
Max Pondolph Work History
Fidelity Investments
Equitable Advisors LLC
Aramark Food And Uniform Service
Philadelphia Cricket Club
Bloomsburg University Of Pennsylvania
Disclosures
Please visit the SEC profile of Max Pondolph to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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