Fidelity Personal And Workplace Advisors
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About this Advisor
Stephanie Spyres is an investment advisor who is based out of San Antonio, Texas. Currently a registered advisor with Fidelity Personal And Workplace Advisors, they have accumulated 10 years of professional experience. Spyres holds Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Spyres is able to advise investors based out of Texas. Their career trajectory has included roles at Jp Morgan Securities LLC, Fidelity Investment, Amegy Bank, Dsw, Fidelity Brokerage Services LLC, Usaa Federal Savings Bank, Usaa Financial Advisors, Inc, Usaa Financial Planning Services and Usaa Investment Management Company. Fidelity Personal And Workplace Advisors is headquartered in San Antonio, Texas, and has 1,138 brick-and-mortar locations in the United States. In total, Fidelity Personal And Workplace Advisors manages $453 billion in assets covering 1,038,219 client accounts and employs more than 8,158 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 29% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Fidelity Personal And Workplace Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Fidelity Personal And Workplace Advisors Brokerage Details
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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
Stephanie Spyres Work History
Stephanie has 10 years of experience.
Fidelity Brokerage Services LLC
Usaa Investment Management Company
Usaa Financial Advisors, Inc
Usaa Financial Planning Services
Usaa Federal Savings Bank
Fidelity Brokerage Services LLC
Jp Morgan Securities LLC
Stephanie Spyres has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Fidelity Personal And Workplace Advisors
San Antonio, TX
Los Gatos, CA
Newport Beach, CA