William
Shaw
Fidelity Personal And Workplace Advisors
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About this Advisor
William Shaw is a financial advisor based in Villanova, Pennsylvania, working with Fidelity Personal And Workplace Advisors. William has previously held positions at Equitable Advisors, LLC, Franklin And Marshall College, Lawrenceville School, New York State Of Health, North Haven Golf Club, and Fidelity Investments LLC. William has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, William is part of Fidelity Personal And Workplace Advisors, which operates out of Villanova, 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
William Shaw Work History
Fidelity Investments LLC
Equitable Advisors, LLC
New York State Of Health
Franklin And Marshall College
North Haven Golf Club
Lawrenceville School
Disclosures
Please visit the SEC profile of William Shaw 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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