Patrick
Canney

Fidelity Personal And Workplace Advisors

CRD#7385324
Investment Advisor
in Smithfield, RI

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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

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

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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

Patrick Canney Work History

2021 - Present (4 years)

Fidelity Investments

2020 - 2021 (1 year)

Applebees

2020 - 2021 (1 year)

Millbury Fedeal Credit Union

2019 - 2019 (< 1 year)

Ipg Photonics

2019 - 2021 (2 years)

Nichols College

2018 - 2018 (< 1 year)

Ipg Photonics

2018 - 2020 (2 years)

Diocese Of Worcester

2017 - 2017 (< 1 year)

Thompson Public Schools

2017 - 2017 (< 1 year)

Zorbas

2017 - 2017 (< 1 year)

Assumption College

2017 - 2018 (1 year)

Benedictine College

2016 - 2016 (< 1 year)

Thompsonpublic Schools

2016 - 2017 (1 year)

Cvs Pharmacy

2015 - 2015 (< 1 year)

Benoit Tree And Landscaping

2015 - 2019 (4 years)

Quinsigamond Community College

2014 - 2015 (1 year)

Uno'S Pizzaria

2011 - 2015 (4 years)

Shephard Hill Regional High School

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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.

Financial Advisors at Fidelity Personal And Workplace Advisors

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Jacksonville, FL
Austin Stevens
Jacksonville, FL
Tyler Rizzo
Chesterfield, MO
Justin Gorney
Durham, NC
Gerald Granick
Jacksonville, FL
Ashlie Bostick
Colorado Springs, CO
Andrew Pillai
Murrieta, CA
Patrick Ihnken
Portland, OR

The content in this profile was updated by SmartAsset on 6/19/2024. 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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