Mason
Hardy
Fidelity Personal And Workplace Advisors
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About this Advisor
Mason Hardy is a financial advisor who works out of Falls Church, Virginia with 1 year of relevant experience. Hardy works at Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Equitable Advisors, LLC, Uber Eats, Full Time Education, James Madison University, Ryan Homes, American Family Fitness, The Dominion Club, Full Time Education, Cambridge Associates and Fidelity Investments. Hardy holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Virginia. Fidelity Personal And Workplace Advisors is an advisory business that has its headquarters in Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 advisors. It administers $653 billion in total assets between its 1,712,247 accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 11 charities and foundations. Of its 1,712,247 client accounts, 31% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors performs a number 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 advice vary depending on the type of services. Fee types charged by Fidelity Personal And Workplace Advisors can include 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
Mason Hardy Work History
Mason has been registered as a financial advisor for 1 years.*
Fidelity Investments
Equitable Advisors, LLC
Cambridge Associates
Uber Eats
Full Time Education, James Madison University
Ryan Homes
Full Time Education, James Madison University
Ryan Homes
Full Time Education, James Madison University
American Family Fitness
The Dominion Club
Full Time Education
*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 Mason Hardy 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
Greenbrae, CA
Smithfield, RI
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Austin, TX
Fairfield, CT
Fort Lauderdale, FL
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