Patrick
Canney
Fidelity Personal And Workplace Advisors
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About this Advisor
Patrick Canney is a financial advisor based in Smithfield, Rhode Island, working with Fidelity Personal And Workplace Advisors. Patrick has previously held positions at Uno's Pizzaria, Benoit Tree And Landscaping, Thompsonpublic Schools, CVS Pharmacy, Thompson Public Schools, Zorbas, IPG Photonics, Diocese Of Worcester, Nichols College, Applebees, Millbury Federal Credit Union, Fidelity Investments, Assumption College, Shephard Hill Regional High School, Benedictine College, and Quinsigamond Community College. Patrick has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts, Rhode Island, and Texas. Currently, Patrick 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
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
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
Patrick Canney Work History
Fidelity Investments
Applebees
Millbury Fedeal Credit Union
Ipg Photonics
Nichols College
Ipg Photonics
Diocese Of Worcester
Thompson Public Schools
Zorbas
Assumption College
Benedictine College
Thompsonpublic Schools
Cvs Pharmacy
Benoit Tree And Landscaping
Quinsigamond Community College
Uno'S Pizzaria
Shephard Hill Regional High School
Disclosures
Please visit the SEC profile of Patrick Canney 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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