Joshua
Sulak
Fidelity Personal And Workplace Advisors
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About this Advisor
Joshua Sulak is a financial advisor based out of Roanoke, Texas with a total of 1 year of industry experience. Sulak is an advisor for Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Fidelity Investments, Aerotek, St. Mark The Evangelist Catholic Church, Frisco Chrysler Dodge Jeep Ram, Keller Williams Dfw Preferred, Dallas/Plano Marriott At Legacy Center, Net Ministries, Raising Cane'S, Smith System Mfg. Co, University Of Houston, Collin College and University Of North Texas. Sulak has Series 63 and Series 66 licenses, designating them as a securities broker, and can work in Texas. Fidelity Personal And Workplace Advisors is a registered investment firm based out of Boston, MA. The company has offices in 3,093 locations and a total of 13,507 financial advisors. It oversees $653 billion in assets under management between its 1,712,247 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 11 charities and foundations. Of its 1,712,247 client accounts, 31% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Fidelity Personal And Workplace Advisors offers 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 the type of financial services provided. However, fee types billed by Fidelity Personal And Workplace Advisors can include any blend 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
Joshua Sulak Work History
Joshua has been registered as a financial advisor for 1 years.*
Fidelity Investments
Aerotek
St. Mark The Evangelist Catholic Church
Frisco Chrysler Dodge Jeep Ram
University Of North Texas
Keller Williams Dfw Preferred
Dallas/Plano Marriott At Legacy Center
University Of North Texas
Net Ministries
Collin College
Raising Cane'S
Smith System Mfg. Co
University Of Houston
University Of Houston
*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 Joshua Sulak 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
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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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.
