Richard
Pradieu

Fidelity Personal And Workplace Advisors

CRD#7442527
Investment Advisor
in Smithfield, RI

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About this Advisor

Richard Pradieu is a financial advisor based in Smithfield, Rhode Island, working with Fidelity Personal And Workplace Advisors. Richard has previously held positions at Fidelity Investments, Mfs Investment Management, Lifetime Athletic, Amazon Inc, Boston Sports Clubs, Lasell University, Lasell University Paces, Babson Strength And Conditioning, Marathon Physical Therapy, Ymca Of Chinatown, Xaverian Brothers High School, Jimmy Johns, and Milton Marketplace Cafe. Richard has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Massachusetts, Rhode Island, and Texas. Currently, Richard 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 66, Series 63

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

Richard Pradieu Work History

2021 - Present (4 years)

Fidelity Investments

2021 - 2021 (< 1 year)

Mfs Investment Management

2020 - 2021 (1 year)

Lifetime Athletic

2020 - 2020 (< 1 year)

Amazon Inc

2020 - 2020 (< 1 year)

Boston Sports Clubs

2020 - 2020 (< 1 year)

Babson Strength And Conditioning

2019 - 2019 (< 1 year)

Marathon Physical Therapy

2017 - 2020 (3 years)

Lasell University Paces

2017 - 2017 (< 1 year)

Ymca Of Chinatown

2016 - 2020 (4 years)

Lasell University

2016 - 2016 (< 1 year)

Ymca Of Chinatown

2015 - 2015 (< 1 year)

Jimmy Johns

2014 - 2014 (< 1 year)

Milton Marketplace Cafe

2012 - 2016 (4 years)

Xaverian Brothers High School

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Disclosures

Please visit the SEC profile of Richard Pradieu 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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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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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.

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