Brian
Gwaltney
Fidelity Personal And Workplace Advisors
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About this Advisor
Brian Gwaltney is a financial advisor based in Glen Allen, Virginia, working with Fidelity Personal And Workplace Advisors. Brian has previously held positions at Wells Fargo Clearing Services, LLC, Northwestern Mutual, Hampden-Sydney College, Wesley United Methodist Preschool, Vector Marketing, Quality Moving Services, and Fidelity Investments. Brian has passed the Series 66 regulatory exam and is registered to provide services in Texas and Virginia. Currently, Brian is part of Fidelity Personal And Workplace Advisors, which operates out of Glen Allen, Virginia. 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 Gwaltney Work History
Fidelity Investments
Wells Fargo Clearing Services, LLC
Northwestern Mutual
Hampden-Sydney College
Vector Marketing
Hampden-Sydney College
Wesley United Methodist Preschool
Quality Moving Services
Disclosures
Please visit the SEC profile of Brian Gwaltney 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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