Holland
Doshier

Fidelity Personal And Workplace Advisors

CRD#7648003
Investment Advisor
in Smithfield, RI

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About this Advisor

Holland Doshier is a financial advisor based in Smithfield, Rhode Island, working with Fidelity Personal And Workplace Advisors. Holland has previously held positions at Logrocket Inc, Minglewood Homes, Bronkens Distributing, Wachusett Mountain Race Team, Fidelity Investments, The Rocking R Bar, Mixers Saloon, Superior Farms, Castagno Outfitters, Jackson Hole Rodeo, Mattress Firm, Home Depot, Cross W Livestock LLC, Montana State University, Folsom Lake College, All Star Gymnastics, and Pleasant Bay Village Resort. Holland has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts, Rhode Island, and Texas. Currently, Holland 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 63, 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

Holland Doshier Work History

2022 - Present (3 years)

Fidelity Investments

2022 - 2022 (< 1 year)

Logrocket Inc

2021 - 2022 (1 year)

Minglewood Homes

2021 - 2022 (1 year)

Wachusett Mountain Race Team

2020 - 2021 (1 year)

Bronkens Distributing

2019 - 2020 (1 year)

The Rocking R Bar

2018 - 2018 (< 1 year)

Superior Farms

2017 - 2019 (2 years)

Mixers Saloon

2017 - 2017 (< 1 year)

Castagno Outfitters

2017 - 2017 (< 1 year)

Jackson Hole Rodeo

2017 - 2018 (1 year)

Mattress Firm

2017 - 2017 (< 1 year)

Home Depot

2016 - 2016 (< 1 year)

Cross W Livestock LLC

2015 - 2019 (4 years)

Montana State University

2015 - 2015 (< 1 year)

Minglewood Homes

2014 - 2015 (1 year)

Folsom Lake College

2014 - 2015 (1 year)

All Star Gymnastics

2014 - 2014 (< 1 year)

Pleasant Bay Village Resort

Disclosures

Please visit the SEC profile of Holland Doshier 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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Ashlie Bostick
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Andrew Pillai
Murrieta, CA
Patrick Ihnken
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