Ivan
Colon
Fidelity Personal And Workplace Advisors
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About this Advisor
Ivan Colon is a financial advisor operating out of Smithfield, Rhode Island with 1 year of relevant experience. Colon is currently employed by Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Fidelity Investments, Rhode Island Philharmonic Orchestra And Music School, Care New England, Atria Aquidneck Place, Newport Opera House Theater, Culinary Institute Of America, Preservation Society Of Newport County and Salve Regina University. Colon holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and can serve investors in Massachusetts, Rhode Island and Texas. Fidelity Personal And Workplace Advisors is a business that has its headquarters in Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 advisors. It has $653 billion in assets under management across its 1,712,247 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 11 charitable organizations. Of its 1,712,247 client accounts, 31% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules usually are based on which services are provided. Fee types billed by Fidelity Personal And Workplace Advisors most likely are comprised of any combination of 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
Ivan Colon Work History
Ivan has been registered as a financial advisor for 1 years.*
Fidelity Investments
Rhode Island Philharmonic Orchestra And Music School
Care New England
Atria Aquidneck Place
Newport Opera House Theater
Culinary Institute Of America
Preservation Society Of Newport County
Salve Regina University
*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 Ivan Colon 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
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