Stephanie
Spyres

Fidelity Personal And Workplace Advisors

CRD#6426955
Investment Advisor
in San Antonio, TX

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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

Series 63, Series 65

Years of Experience

10 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, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

139 North Loop 1604 East, #103
San Antonio, TX 78232

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$453,297,086,677

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

8,158

TX Average: 118
Total Number of Accounts

1,038,219

TX Average: 4,567
Average Account Size

$436,610

TX Average: $3,506,186

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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
  • Other

Stephanie Spyres Work History

Stephanie has 10 years of experience.

2018 - Present (2 years)

Fidelity Brokerage Services LLC

2018 - 2018 (< 1 year)

Usaa Investment Management Company

2017 - 2018 (1 year)

Usaa Financial Advisors, Inc

2017 - 2018 (1 year)

Usaa Financial Planning Services

2016 - 2018 (2 years)

Usaa Federal Savings Bank

2015 - 2015 (< 1 year)

Fidelity Brokerage Services LLC

2014 - 2014 (< 1 year)

Jp Morgan Securities LLC

2014 - 2014 (< 1 year)

Fidelity Investment

2012 - 2014 (2 years)

Dsw

2010 - 2013 (3 years)

Amegy Bank

Disclosures

Stephanie Spyres has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Lauren Hinton
Englewood, CO
Meghan Snouffer
Boston, MA
James Woodall
Roanoke, TX
Julie Miller
Denver, CO
Stephanie Spyres
San Antonio, TX
Bryan Albaugh
Boston, MA
Nicholas Almasov
Los Gatos, CA
Campbell Kelley
Newport Beach, CA

This content was compiled from the SEC and FINRA.

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