Tyler
Santilli
Fidelity Personal And Workplace Advisors
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About this Advisor
Tyler Santilli is a financial advisor operating in Smithfield, Rhode Island. Santilli is currently employed by Fidelity Personal And Workplace Advisors. During their career, Santilli has held roles at Fidelity Investments, Providence College, Lasalle Academy, Lincoln Middle School, State House Of Rhode Island, Iggy'S Doughboys & Chowder House, Priority Management Group, The Coastguard House, Old'S Irish Social Club and North Kingston Chamber Of Commerce. Santilli maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Rhode Island and Texas. Fidelity Personal And Workplace Advisors is a financial advisory business operating out of Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 people on staff. It controls $653 billion in assets under management among its 1,712,247 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 11 charities and foundations. Of its 1,712,247 accounts, 31% are associated with high-net-worth clients who have greater than $1 million in assets. The company provides 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. Fees for financial advice largely depend on which services the firm provides the client. Fee types charged by Fidelity Personal And Workplace Advisors likely include some 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
Tyler Santilli Work History
Tyler has been registered as a financial advisor for 0 years.*
Fidelity Investments
The Coastguard House
Old'S Irish Social Club
North Kingston Chamber Of Commerce
Priority Management Group
Iggy'S Doughboys & Chowder House
Providence College
State House Of Rhode Island
Lasalle Academy
Lincoln Middle School
*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 Tyler Santilli 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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