Adam
Colombo
Fidelity Personal And Workplace Advisors
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About this Advisor
Adam Colombo is a financial advisor working out of Nashville, Tennessee, with 1 year of industry experience. Colombo currently works for Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Wells Fargo Bank N.A, Wells Fargo Advisors LLC, M Holdings Securities, Inc, Wells Fargo Clearing Services, LLC, Morgan Stanley and Fidelity Investments. Colombo has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Tennessee. 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 employees. It has $653 billion in assets across its 1,712,247 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 11 charities and foundations. Of its 1,712,247 client accounts, 31% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees typically are based on the type of services provided. Fees billed by Fidelity Personal And Workplace Advisors most likely include 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
Adam Colombo Work History
Adam has been registered as a financial advisor for 1 years.*
Fidelity Investments
Morgan Stanley
Wells Fargo Clearing Services, LLC
M Holdings Securities, Inc
Wells Fargo Advisors LLC
Wells Fargo Advisors LLC
Wells Fargo Bank N.A
*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 Adam Colombo 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
Greenbrae, CA
Smithfield, RI
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Austin, TX
Fairfield, CT
Fort Lauderdale, FL
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