Andy
Xie

Fidelity Personal And Workplace Advisors

CRD#7449774
Investment Advisor
in American Fork, UT

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About this Advisor

Andy Xie is a financial advisor based in American Fork, Utah with a total of 1 year of industry experience. Xie currently works for Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Fidelity Investments, Exact Sciences Corp, Gnc, Pro Unlimited Inc, Japanese Community Youth Council, Ohio Wesleyan University and Galileo Academy Of Science And Technology. Xie maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to advise clients in Texas and Utah. Fidelity Personal And Workplace Advisors is a registered investment firm based in Boston, MA. It has offices in 3,093 locations and a total of 13,507 employees. It oversees $653 billion in assets among its 1,712,247 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 11 charitable organizations. Of its 1,712,247 customer accounts, 31% are held by high-net-worth investors who have at least $1 million in assets available to invest. Fidelity Personal And Workplace Advisors has a broad array 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 for financial management are based on which services the firm provides the client. Fee types charged by Fidelity Personal And Workplace Advisors likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

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

825 East 1180 South
American Fork, UT 84003

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

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

13,507

UT Average: 118
Total Number of Accounts

1,712,247

UT Average: 4,567
Average Account Size

$381,106

UT 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

Andy Xie Work History

Andy has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Fidelity Investments

2019 - 2021 (2 years)

Exact Sciences Corp

2019 - 2020 (1 year)

Gnc

2018 - 2018 (< 1 year)

Pro Unlimited Inc

2018 - 2018 (< 1 year)

Pro Unlimited Inc

2017 - 2017 (< 1 year)

Gnc

2016 - 2016 (< 1 year)

Gnc

2015 - 2015 (< 1 year)

Gnc

2014 - 2018 (4 years)

Ohio Wesleyan University

2013 - 2014 (1 year)

Gnc

2013 - 2013 (< 1 year)

Japanese Community Youth Council

2011 - 2014 (3 years)

Galileo Academy Of Science And Technology

*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 Andy Xie 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

Laura Mccallum
Austin, TX
Sean Sanders
Boston, MA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Elizabeth Muncie
Boston, MA
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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