Cameron
Edens

Fidelity Personal And Workplace Advisors

CRD#6771711
Investment Advisor
in Salt Lake City, UT

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About this Advisor

Cameron Edens is a financial advisor located in Salt Lake City, Utah. Currently an advisor with Fidelity Personal And Workplace Advisors, they have accumulated 10 years of work experience as a financial advisor. Edens has Series 63 and Series 66 licenses, qualifying them as a securities broker. Edens can act as an advisor based out of Texas and Utah. Edens has gained experience at Fidelity Brokerage Services, LLC, Primerica, Encompass Promotions Inc, Apex Marketing Events Inc, Luxe Valet, Self-Employeed, Brigham Young University and American Technology Solutions. Fidelity Personal And Workplace Advisors is based out of Salt Lake City, Utah, and operates out of 1,138 additional locations across the United States. Overall, Fidelity Personal And Workplace Advisors manages $453 billion in assets throughout 1,038,219 accounts and retains more than 8,158 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 29% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Fidelity Personal And Workplace Advisors can provide 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's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

49 North 400 West
Salt Lake City, UT 84101

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$453,297,086,677

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

8,158

UT Average: 118
Total Number of Accounts

1,038,219

UT Average: 4,567
Average Account Size

$436,610

UT 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

Cameron Edens Work History

Cameron has 10 years of experience.

2017 - Present (3 years)

Fidelity Brokerage Services, LLC

2016 - 2017 (1 year)

Primerica

2016 - 2016 (< 1 year)

Encompass Promotions Inc

2016 - 2016 (< 1 year)

Apex Marketing Events Inc

2014 - 2015 (1 year)

Luxe Valet

2014 - 2016 (2 years)

American Technology Solutions

2012 - 2015 (3 years)

Self-Employeed

2010 - 2012 (2 years)

Brigham Young University

Disclosures

Cameron Edens has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Nathan Lugo
Boston, MA
John Pickowicz
Boston, MA
Andrew Bartlett
Boston, MA
Oliver Matte
Boston, MA
Christopher Ewens
Saint Louis, MO
Joseph Phelan
Boston, MA
Jacob Morgan
Glen Allen, VA
Evan Mcginnis
Boston, MA

This content was compiled from the SEC and FINRA.

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