Molly
Anders

Fidelity Personal And Workplace Advisors

CRD#5992982
Investment Advisor
in The Woodlands, TX

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About this Advisor

Molly Anders is a financial advisor who works out of The Woodlands, Texas, with 2 years of relevant experience. Anders currently works for Fidelity Personal And Workplace Advisors. Anders has gained experience at Wells Fargo Bank, N.A, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC and Fidelity Investments. Anders holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Fidelity Personal And Workplace Advisors is a firm based in Boston, MA. It has offices in 3,093 locations and a total of 13,507 people on staff. It administers $653 billion in total assets among its 1,712,247 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 11 charitable organizations. Of its 1,712,247 customer accounts, 31% are held by high-net-worth individuals who have more than $1 million in assets. The business performs 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. Financial advisory fee schedules usually vary depending on which services the firm provides the client. Fees billed by Fidelity Personal And Workplace Advisors likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

The Woodlands, TX

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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

Molly Anders Work History

Molly has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Fidelity Investments

2016 - 2021 (5 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors, LLC

1999 - 2021 (22 years)

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 Molly Anders 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
Randall Rogers
Smithfield, RI
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Laura Mccallum
Austin, TX
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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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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