Haley
Smith
Fidelity Personal And Workplace Advisors
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About this Advisor
Haley Smith is a financial advisor operating out of Providence, Rhode Island with 3 years of industry experience. Smith is currently employed by Fidelity Personal And Workplace Advisors. During their career, Smith has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Providence College, J H Lynch & Sons, Feeney, Foster & Cavanagh, Warwick Country Club, Catic Title Insurer, Chelos Waterfront Bar & Grille, Tommy'S Pizza, Nulux Cleaners, Lasalle Academy, Bank Of America, N.A and Fidelity Brokerage Services LLC. Smith has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Rhode Island and Texas. Fidelity Personal And Workplace Advisors is an advisory business operating out of Boston, MA. It has offices in 3,093 locations and a total of 13,507 financial advisors. It administers $653 billion in assets between its 1,712,247 client accounts, making it one of the largest financial 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 accounts, 31% are held by high-net-worth clients who have more than $1 million in investable assets. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advisory services typically vary depending on which service is provided. Fee types charged by Fidelity Personal And Workplace Advisors likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
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
Haley Smith Work History
Haley has been registered as a financial advisor for 3 years.*
Fidelity Brokerage Services LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
J H Lynch & Sons
Feeney, Foster & Cavanagh
Warwick Country Club
Chelos Waterfront Bar & Grille
Providence College
Catic Title Insurer
Tommy'S Pizza
Nulux Cleaners
Lasalle Academy
*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 Haley Smith 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
Greenbrae, CA
Smithfield, RI
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Austin, TX
Fairfield, CT
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
