Shannon
Burdick
Fidelity Personal And Workplace Advisors
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About this Advisor
Shannon Burdick is a financial advisor based in Pittsburgh, Pennsylvania, working with Fidelity Personal And Workplace Advisors. Shannon has previously held positions at Delta Sonic Car Wash, Rosies Italian Cafe, Oakhill Country Club, Ohio Premier Lacrosse, Geracis Resturant, Graselli Library, Fidelity Investments, and Laurel Schools. Shannon has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Shannon is part of Fidelity Personal And Workplace Advisors, which operates out of Pittsburgh, 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
Shannon Burdick Work History
Fidelity Investments
Laurel Schools
Graselli Library
Fidelity Investments
Ohio Premier Lacrosse
Geracis Resturant
Oakhill Country Club
College Student
Rosies Italian Cafe
Delta Sonic Car Wash
Student
Disclosures
Please visit the SEC profile of Shannon Burdick 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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