Robert
Lewis

Fidelity Personal And Workplace Advisors

CRD#6662741
Investment Advisor
in Warrington, PA

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About this Advisor

Robert Lewis is a financial advisor working in Warrington, Pennsylvania who has 1 year of relevant experience. Lewis is currently employed by Fidelity Personal And Workplace Advisors. Lewis has gained experience at Jasper'S Backyard, Syracuse University, Axa Advisors, First Service Restoration, 47 Brand, Abington Senior High School, Axa Advisors, LLC, Equitable Advisors, LLC and Fidelity Investments. Lewis holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida and Texas. Fidelity Personal And Workplace Advisors is a registered investment business that has its headquarters in Boston, MA. The company has offices in 3,093 locations and a total of 13,507 financial advisors. It has $653 billion in total assets between its 1,712,247 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 11 charities and foundations. Of its 1,712,247 client accounts, 31% are held by high-net-worth clients who have greater than $1 million in assets. Fidelity Personal And Workplace Advisors offers a wide range 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 fee schedules usually vary depending on which service is offered. Fee types charged by Fidelity Personal And Workplace Advisors most likely include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

1520 Main St, Ste 201
Warrington, PA 18976-3401

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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

Robert Lewis Work History

Robert has been registered as a financial advisor for 1 years.*

2020 - Present (4 years)

Fidelity Investments

2018 - 2020 (2 years)

Axa Advisors, LLC

2018 - 2020 (2 years)

Equitable Advisors, LLC

2017 - 2019 (2 years)

Jasper'S Backyard

2016 - 2016 (< 1 year)

Axa Advisors

2014 - 2015 (1 year)

First Service Restoration

2013 - 2017 (4 years)

Syracuse University

2013 - 2014 (1 year)

47 Brand

2009 - 2013 (4 years)

Abington Senior 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 Robert Lewis 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
Randall Rogers
Smithfield, RI
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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