Austin
Sargent
Fidelity Personal And Workplace Advisors
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About this Advisor
Austin Sargent is a financial advisor based in Salt Lake City, Utah with 3 years of industry experience. Sargent works at Fidelity Personal And Workplace Advisors. Throughout their career, Sargent has worked at Comfort Systems Usa Intermountain, Wfg, New York Life Insurance Company, Nylife Securities, LLC, Amway, Usa Debusk, Fidelity, Grubhub, Uber Eats, Doordash, The Church Of Jesus Christ Of Latter Day Saints and Cci. Sargent holds Series 66 and Series 63 licenses, certifying them as a securities agent, and is registered to advise clients in Texas and Utah. Fidelity Personal And Workplace Advisors is a registered investment business that has its headquarters in Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 financial advisors. It handles $653 billion in assets under management between its 1,712,247 accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 11 charities and foundations. Of its 1,712,247 accounts, 31% belong to high-net-worth investors who have greater than $1 million in assets. Fidelity Personal And Workplace Advisors offers 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. Financial management fees vary depending on which services are provided. However, fee types billed by Fidelity Personal And Workplace Advisors likely include some blend of 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
Austin Sargent Work History
Austin has been registered as a financial advisor for 3 years.*
Fidelity
Grubhub
Uber Eats
Nylife Securities, LLC
Usa Debusk
Doordash
Comfort Systems Usa Intermountain
New York Life Insurance Company
Amway
The Church Of Jesus Christ Of Latter Day Saints
Wfg
Comfort Systems Usa Intermountain
Cci
Comfort Systems Usa Intermountain
*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 Austin Sargent 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
Boston, MA
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Austin, TX
Fairfield, CT
Fort Lauderdale, FL
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