Michael
Simon
Fidelity Personal And Workplace Advisors
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About this Advisor
Michael Simon is a financial advisor based out of Smithfield, Rhode Island with 1 year of industry experience. Simon is on the advisory team at Fidelity Personal And Workplace Advisors. Over the course of their career, they have held roles at Bryant University, Mass Mutual, Mml Investors Services, Simon Chevrolet, Metlife Securities Inc, Pruco Securities, LLC, Simon Auto Group, Bank Of America, Mass Mutual Life Insurance Company, Belpointe Asset Management, LLC, Belpointe Insurance, LLC, Apercu Business Advisors and Fidelity Investments. Simon has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Rhode Island and Texas. Fidelity Personal And Workplace Advisors is an advisory company that has its headquarters in Boston, MA. It has offices in 3,093 locations and a total of 13,507 employees. It manages $653 billion in assets among its 1,712,247 accounts, making it one of the largest firms in the United States by assets under management. The firm serves 11 charitable organizations. Of its 1,712,247 accounts, 31% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Fidelity Personal And Workplace Advisors offers a number 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. Financial advisory fee schedules usually vary depending on the type of financial services. Fees billed by Fidelity Personal And Workplace Advisors can include 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
Michael Simon Work History
Michael has been registered as a financial advisor for 1 years.*
Fidelity Investments
Belpointe Asset Management, LLC
Belpointe Insurance, LLC
Apercu Business Advisors
Mass Mutual Life Insurance Company
Mml Investors Services
Pruco Securities, LLC
Bank Of America
Simon Auto Group
Simon Auto Group
Mml Investors Services
Metlife Securities Inc
Mass Mutual
Bryant University
Simon Chevrolet
*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 Michael Simon 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
Austin, TX
Wyncote, PA
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Smithfield, RI
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.
