Mikael
Nybo
Fidelity Personal And Workplace Advisors
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About this Advisor
Mikael Nybo is a financial advisor working in Roanoke, Texas. Nybo is an employee of Fidelity Personal And Workplace Advisors. The advisor has gained experience at United States Soccer Federation, Chipotle, Ut Recreational Sports Facility, Torchy'S Tacos, Texas Permanent School Fund and Fidelity Investments. Nybo has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Fidelity Personal And Workplace Advisors is an advisory company based out of Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 advisors. It has $653 billion in assets across its 1,712,247 customer accounts, placing it among the biggest firms in the nation 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 clients who have more than $1 million in investable assets. The business 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 charged by financial advisors are based on which services are provided. However, fee types billed by Fidelity Personal And Workplace Advisors most likely consist 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
Mikael Nybo Work History
Mikael has been registered as a financial advisor for 0 years.*
Fidelity Investments
Torchy'S Tacos
Texas Permanent School Fund
Ut Recreational Sports Facility
Chipotle
United States Soccer Federation
*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 Mikael Nybo 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
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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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