Aaron
Haitin
Fidelity Personal And Workplace Advisors
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About this Advisor
Aaron Haitin is a financial advisor who works out of Salt Lake City, Utah with 2 years of industry experience. Haitin is an employee of Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Cordillera Consultores, Rancho Valencia, Uc Irvine College, Asia Bankers Club, World Tae Kwon Do Academy, Uc Irvine History Department, Mira Costa Community College, Antonio Braun, Bank Of America, N.A, Fidelity Investments, Cordillera Consulting Group LLC and Uc Berkeley. Haitin maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California and Texas. Fidelity Personal And Workplace Advisors is a financial advisory company operating out of Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 advisors. It oversees $653 billion in assets between its 1,712,247 accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 11 charitable organizations. Of its 1,712,247 customer accounts, 31% are held by high-net-worth investors who have more than $1 million in investable assets. The company has 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 largely vary depending on which services the firm provides the client. Fees billed by Fidelity Personal And Workplace Advisors most likely include 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
Aaron Haitin Work History
Aaron has been registered as a financial advisor for 2 years.*
Fidelity Investments
Cordillera Consulting Group LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Cordillera Consultores
Antonio Braun
Rancho Valencia
Uc Irvine History Department
Uc Irvine College
Asia Bankers Club
Uc Berkeley
Uc Irvine College
World Tae Kwon Do Academy
Mira Costa Community College
*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 Aaron Haitin 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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