Michele
Bryceland

Fidelity Personal And Workplace Advisors

CRD#6516520
Investment Advisor
in Reston, VA

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About this Advisor

Michele Bryceland is a financial advisor based in Reston, Virginia with 1 year of industry experience. Bryceland is an advisor for Fidelity Personal And Workplace Advisors. Throughout their career, Bryceland has worked at Virginia Wesleyan College, Final Kick Sports, Resource 1, Inc, Empower Retirement, Longhorn Steakhouse, Raymond James Financial Services, Inc/Bcw Financial Consultants, Morgan Stanley, Bogart Wealth and Fidelity Investments. Bryceland 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 a financial advisory company operating out of Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 advisors. It has $653 billion in assets among its 1,712,247 accounts, placing it among the largest firms in the country by assets under management. The firm advises 11 charitable organizations. Of its 1,712,247 client accounts, 31% are held by high-net-worth individuals who have at least $1 million in investable assets. Fidelity Personal And Workplace Advisors has a wide 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. Financial management fee schedules usually vary depending on which services are provided. Fee types charged by Fidelity Personal And Workplace Advisors can consist of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

11957 Democracy Drive
Reston, VA 20190

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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

Michele Bryceland Work History

Michele has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Fidelity Investments

2021 - 2021 (< 1 year)

Morgan Stanley

2021 - 2021 (< 1 year)

Bogart Wealth

2019 - 2019 (< 1 year)

Morgan Stanley

2017 - 2019 (2 years)

Raymond James Financial Services, Inc/Bcw Financial Consultants

2016 - 2017 (1 year)

Empower Retirement

2013 - 2013 (< 1 year)

Final Kick Sports

2013 - 2016 (3 years)

Resource 1, Inc

2011 - 2013 (2 years)

Virginia Wesleyan College

2011 - 2016 (5 years)

Longhorn Steakhouse

2011 - 2013 (2 years)

Virginia Wesleyan College

2009 - 2013 (4 years)

Virginia Wesleyan College

*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 Michele Bryceland 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

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Greenbrae, CA
Randall Rogers
Smithfield, RI
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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