Kevin
Mccarthy

Fidelity Personal And Workplace Advisors

CRD#6613153
Investment Advisor
in Chester, VA

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About this Advisor

Kevin Mccarthy is a financial advisor who works in Chester, Virginia who has 2 years of relevant experience. Mccarthy currently works for Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Securian Financial Services Inc, Minnesota Life, Virginia Asset Management, Resource Solutions Group North America, Mass Mutual Life Insurance Company, Mml Investors Services, Horace Mann Companies, Horace Mann Investors Inc, Horace Mann Investors, Inc and Fidelity Invesments. Mccarthy has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Texas and Virginia. Fidelity Personal And Workplace Advisors is a financial advisory business operating out of Boston, MA. It has offices in 3,093 locations and a total of 13,507 financial advisors. It controls $653 billion in assets among its 1,712,247 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 11 charitable organizations. Of its 1,712,247 customer accounts, 31% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The business 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 management largely are based on which services the firm provides the client. Fees charged by Fidelity Personal And Workplace Advisors most likely include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Chester, VA

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

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

13,507

VA Average: 118
Total Number of Accounts

1,712,247

VA Average: 4,567
Average Account Size

$381,106

VA 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

Kevin Mccarthy Work History

Kevin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Fidelity Invesments

2020 - 2021 (1 year)

Horace Mann Companies

2020 - 2021 (1 year)

Horace Mann Investors Inc

2020 - 2021 (1 year)

Horace Mann Investors, Inc

2019 - 2020 (1 year)

Mass Mutual Life Insurance Company

2019 - 2020 (1 year)

Mml Investors Services

2016 - 2019 (3 years)

Securian Financial Services Inc

2016 - 2019 (3 years)

Minnesota Life

2016 - 2019 (3 years)

Virginia Asset Management

2008 - 2015 (7 years)

Resource Solutions Group North America

*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 Kevin Mccarthy 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

Nora Clifford
Greenbrae, CA
Elizabeth Muncie
Boston, MA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Laura Mccallum
Austin, TX
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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