Gavin
Symington

Fidelity Personal And Workplace Advisors

CRD#7815414
Investment Advisor
in Smithfield, RI

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About this Advisor

Gavin Symington is a financial advisor based in Smithfield, Rhode Island, working with Fidelity Personal And Workplace Advisors. Gavin has previously held positions at Fidelity Investments, Pasta Beach Newport, 1230 Ocean Bistro, Busboys And Poets, Banknewport, Eppley Recreation Center/University Of Maryland, Spain Of Narragansett, Matunuck Beach Properties, The Stop And Shop Supermarket, Gansett Wraps, Carousel Industries, Jims Dock, Saltys/Fire And Water Concessions, Adventureland, Belmont Market, University Of Maryland, South Kingstown Highschool, The Prout School, and Curtis Corner Middle School. Gavin has passed the Series 66 regulatory exam and is registered to provide services in Rhode Island and Texas. Currently, Gavin is part of Fidelity Personal And Workplace Advisors, which operates out of Smithfield, Rhode Island. 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

Series 66

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

900 Salem Street
Smithfield, RI 02917-1243

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$818,776,100,963

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

15,424

RI Average: 118
Total Number of Accounts

1,991,043

RI Average: 4,567
Average Account Size

$411,230

RI 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

Gavin Symington Work History

2023 - Present (2 years)

Fidelity Investments

2023 - 2023 (< 1 year)

Pasta Beach Newport

2022 - 2023 (1 year)

Busboys And Poets

2022 - 2022 (< 1 year)

Banknewport

2021 - 2023 (2 years)

1230 Ocean Bistro

2021 - 2022 (1 year)

Eppley Recreation Center/University Of Maryland

2021 - 2022 (1 year)

Spain Of Narragansett

2020 - 2021 (1 year)

Matunuck Beach Properties

2020 - 2020 (< 1 year)

The Stop And Shop Supermarket

2019 - 2019 (< 1 year)

Gansett Wraps

2019 - 2019 (< 1 year)

Carousel Industries

2019 - 2023 (4 years)

University Of Maryland

2018 - 2018 (< 1 year)

Jims Dock

2018 - 2018 (< 1 year)

Saltys/Fire And Water Concessions

2017 - 2018 (1 year)

Adventureland

2017 - 2019 (2 years)

South Kingstown Highschool

2016 - 2016 (< 1 year)

Belmont Market

2015 - 2017 (2 years)

The Prout School

2013 - 2015 (2 years)

Curtis Corner Middle School

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Gavin Symington 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

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Jacksonville, FL
Austin Stevens
Jacksonville, FL
Tyler Rizzo
Chesterfield, MO
Justin Gorney
Durham, NC
Gerald Granick
Jacksonville, FL
Ashlie Bostick
Colorado Springs, CO
Andrew Pillai
Murrieta, CA
Patrick Ihnken
Portland, OR

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