Nathan
Hair

Fidelity Personal And Workplace Advisors

CRD#7563707
Investment Advisor
in Salt Lake City, UT

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About this Advisor

Nathan Hair is a financial advisor based in Salt Lake City, Utah, working with Fidelity Personal And Workplace Advisors. Nathan has previously held positions at South Davis Recreation Center, America First Credit Union, Intermountain Healthcare, Reliant, Onetel Holding, Inc, Fidelity Investments, and Weber State University. Nathan has passed the Series 66 regulatory exam and is registered to provide services in Texas and Utah. Currently, Nathan 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

Series 66

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

49 North 400 West
Salt Lake City, UT 84101

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$818,776,100,963

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

15,424

UT Average: 118
Total Number of Accounts

1,991,043

UT Average: 4,567
Average Account Size

$411,230

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

Nathan Hair Work History

2022 - Present (2 years)

Fidelity Investments

2021 - 2022 (1 year)

Onetel Holding, Inc

2020 - 2021 (1 year)

America First Credit Union

2019 - 2019 (< 1 year)

America First Credit Union

2019 - 2019 (< 1 year)

Intermountain Healthcare

2019 - 2020 (1 year)

Reliant

2019 - 2022 (3 years)

Weber State University

2017 - 2019 (2 years)

None

2015 - 2017 (2 years)

South Davis Recreation Center

2012 - 2015 (3 years)

None

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Nathan Hair 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

Mitchell Green
Jacksonville, FL
Austin Stevens
Jacksonville, FL
Tyler Rizzo
Chesterfield, MO
Justin Gorney
Durham, NC
Gerald Granick
Jacksonville, FL
Ashlie Bostick
Colorado Springs, CO
Andrew Pillai
Murrieta, CA
Patrick Ihnken
Portland, OR

The content in this profile was updated by SmartAsset on 6/19/2024. 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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