Haley
Clavenna

Fidelity Personal And Workplace Advisors

CRD#6166263
Investment Advisor
in Katy, TX

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About this Advisor

Haley Clavenna is a financial advisor based in Katy, Texas, who has been in the advisory business for 10 years. Clavenna is an advisor for Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Fidelity Investments, University Of Mary Hardin Baylor, Madison Avenue Securities, Inc, Senior Partners, Macy'S, Jpmorgan Securities LLC, Jpmorgan Chase Bank, Fidelity Brokerage Services LLC and Axa Advisors, LLC. Clavenna maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to operate in Texas. Fidelity Personal And Workplace Advisors is an advisory business that has its headquarters in Katy, Texas. The investment advisory business has offices in 3,180 locations and a total of 11,220 employees. It controls $727 billion in total assets among its 1,509,611 accounts, placing it among the biggest firms in the nation by assets under management. The firm advises nine charities and foundations. Of its 1,509,611 customer accounts, 34% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The company performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial management vary depending on which services the firm provides the client. Fee types charged by Fidelity Personal And Workplace Advisors likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

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, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

23233 Cinco Ranch Blvd Ste 125
Katy, TX 77494-2923

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$726,706,488,861

TX Average: $16,012,751,954
Total Number of Employees

11,220

TX Average: 118
Total Number of Accounts

1,509,611

TX Average: 4,567
Average Account Size

$481,387

TX Average: $3,506,186

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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
  • Other

Haley Clavenna Work History

Haley has 10 years of experience.

2019 - Present (3 years)

Fidelity Brokerage Services LLC

2017 - 2018 (1 year)

Axa Advisors, LLC

2015 - 2015 (< 1 year)

Senior Partners

2015 - 2017 (2 years)

Jpmorgan Securities LLC

2015 - 2017 (2 years)

Jpmorgan Chase Bank

2014 - 2014 (< 1 year)

Madison Avenue Securities, Inc

2014 - 2014 (< 1 year)

Senior Partners

2014 - 2015 (1 year)

Macy'S

2013 - 2013 (< 1 year)

Fidelity Investments

2013 - 2013 (< 1 year)

Fidelity Brokerage Services LLC

2012 - 2012 (< 1 year)

Fidelity Investments

2012 - 2012 (< 1 year)

University Of Mary Hardin Baylor

2012 - 2012 (< 1 year)

University Of Mary Hardin Baylor

Disclosures

Haley Clavenna has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Cameron Simmons
Leawood, KS
Haley Clavenna
Katy, TX
Michael Tran
Palo Alto, CA
Andrew Hostetler
Jacksonville, FL
Elliott Gee
Boston, MA
Shane Farina
Boston, MA
Jeannette Marois
Boston, MA
Tatyana Gorski
Boston, MA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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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