Brian
Dworkin
Fidelity Personal And Workplace Advisors
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About this Advisor
Brian Dworkin is a financial advisor based in Salt Lake City, Utah, working with Fidelity Personal And Workplace Advisors. Brian has previously held positions at Black Dawg Sealcoat, University Of Alabama, Gardens In Thyme, Haggar, Axa Advisors, LLC, Equitable Advisors, LLC, Mml Investors Services, LLC, Mass Mutual Life Insurance Company, Lenox Advisors, and Fidelity Investments. Brian has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Brian is part of Fidelity Personal And Workplace Advisors, which operates out of Salt Lake City, Utah. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
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
Brian Dworkin Work History
Fidelity Investments
Mml Investors Services, LLC
Mass Mutual Life Insurance Company
Lenox Advisors
Axa Advisors, LLC
Equitable Advisors, LLC
Black Dawg Sealcoat
Gardens In Thyme
Gardens In Thyme
University Of Alabama
Haggar
Disclosures
Please visit the SEC profile of Brian Dworkin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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