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 operating out of Katy, Texas, with a total of 1 year of relevant experience. Clavenna works at Fidelity Personal And Workplace Advisors. Over the course of their career, they have held roles at Fidelity Investments, Madison Avenue Securities, Inc, Senior Partners, Macy'S, Jpmorgan Securities LLC, Jpmorgan Chase Bank, Fidelity Brokerage Services LLC and Axa Advisors, LLC. Clavenna has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to advise clients in Texas. Fidelity Personal And Workplace Advisors is an advisory business headquartered in Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 financial advisors. It manages $653 billion in total assets across its 1,712,247 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advisory services to 11 charitable organizations. Of its 1,712,247 client accounts, 31% belong to high-net-worth individuals who have greater than $1 million in assets. Fidelity Personal And Workplace Advisors provides 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. Fees for financial management usually depend on the services provided. However, fee types charged by Fidelity Personal And Workplace Advisors most likely are comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

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

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

$652,548,367,853

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

13,507

TX Average: 118
Total Number of Accounts

1,712,247

TX Average: 4,567
Average Account Size

$381,106

TX 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

Haley Clavenna Work History

Haley has been registered as a financial advisor for 1 years.*

2019 - Present (5 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

*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 Haley Clavenna 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

Nora Clifford
Greenbrae, CA
Larysa Smykovskaya
Palo Alto, CA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Randall Rogers
Smithfield, RI
Michael Gefen
Fairfield, CT
Andrew Draluck
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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