Emily
Werner

Fidelity Personal And Workplace Advisors

CRD#7413118
Investment Advisor
in American Fork, UT

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About this Advisor

Emily Werner is a financial advisor operating in American Fork, Utah. Werner works at Fidelity Personal And Workplace Advisors. Throughout their career, Werner has worked at Fidelity Investments, Acceptance Now (Rent A Center LLC), Rc Willey, Black Bear Diner, The Eden Grill, Together At Home Personal Care Agency, The Church Of Jesus Christ Of Latter Day Saints, Fond Du Lac High School, Utah Valley University and Moraine Park Technical College. Werner holds Series 66 and Series 63 licenses, which qualify them as a securities broker, and is registered to advise clients in Texas and Utah. Fidelity Personal And Workplace Advisors is a company operating out of Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 financial advisors. It administers $653 billion in total assets across its 1,712,247 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 11 charities and foundations. Of its 1,712,247 accounts, 31% belong to high-net-worth individuals who have more than $1 million in assets. The advisory firm provides a broad set of services, including 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 advisory services are based on the type of services provided. Fee types charged by Fidelity Personal And Workplace Advisors likely include asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

less than 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

Emily Werner Work History

Emily has been registered as a financial advisor for 0 years.*

2021 - Present (3 years)

Fidelity Investments

2018 - 2021 (3 years)

Acceptance Now (Rent A Center LLC)

2018 - 2020 (2 years)

Utah Valley University

2017 - 2018 (1 year)

Rc Willey

2017 - 2017 (< 1 year)

Black Bear Diner

2016 - 2017 (1 year)

The Eden Grill

2016 - 2017 (1 year)

Together At Home Personal Care Agency

2016 - 2017 (1 year)

Moraine Park Technical College

2014 - 2016 (2 years)

The Church Of Jesus Christ Of Latter Day Saints

2013 - 2014 (1 year)

The Eden Grill

2011 - 2013 (2 years)

Fond Du Lac High School

2010 - 2013 (3 years)

Fond Du Lac High School

*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 Emily Werner 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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