Mathew
Manzanares
Fidelity Personal And Workplace Advisors
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About this Advisor
Mathew Manzanares is a financial advisor who works in Salt Lake City, Utah. Manzanares currently works for Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Fidelity Investments, Apartment Management Consultants, Wireless Advocates, Prestman Automotive, Salt Lake Community College, Neumont College Of Computer Science, Sand Hollow Resort, Dixie State University (Now Utah Tech University), Porch Restaurant, Meditrina, High School and Middle School. Manzanares maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas and Utah. Fidelity Personal And Workplace Advisors is a business that has its headquarters in Boston, MA. It has offices in 3,093 locations and a total of 13,507 people on staff. It administers $653 billion in total assets across its 1,712,247 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 11 charities and foundations. Of its 1,712,247 customer accounts, 31% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides a wide range 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. Financial advisory fee schedules usually depend on which services are provided. Fees charged by Fidelity Personal And Workplace Advisors can be comprised 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
Mathew Manzanares Work History
Mathew has been registered as a financial advisor for 0 years.*
Fidelity Investments
Salt Lake Community College
Neumont College Of Computer Science
Apartment Management Consultants
Wireless Advocates
Prestman Automotive
Sand Hollow Resort
Dixie State University (Now Utah Tech University)
Porch Restaurant
Meditrina
High School
Middle 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 Mathew Manzanares 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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