Samuel
Taylor

Fidelity Personal And Workplace Advisors

CRD#6539125
Investment Advisor
in Mc Lean, VA

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About this Advisor

Samuel Taylor is an investment advisor located in Mc Lean, Virginia. Currently a registered advisor at Fidelity Personal And Workplace Advisors, Taylor has nine years of work experience. Taylor holds Series 63 and Series 66 licenses, which designate the advisor as a securities broker. Taylor can act as an advisor in Virginia. During their career, Taylor has held roles at Netsoft, The Church Of Jesus Christ Of Latter Day Saints, Polynesian Cultural Center, Dishone Sattelite, Byu Hawaii, Netmark, Get Found First, Access Point Family Services, Right Price Auto, Box Support, Minkism Inc, E*Trade Securities LLC, Fidelity Investments, Vivint, Full-Time Education, Fidelity Brokerage Services LLC and Extended Travel. Fidelity Personal And Workplace Advisors is headquartered in Mc Lean, Virginia, and operates out of 25 brick-and-mortar locations across the nation. As a company, Fidelity Personal And Workplace Advisors manages $338 billion in assets dispersed across 914,878 client accounts and employs more than 6,722 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 24% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Fidelity Personal And Workplace Advisors can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 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, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

1861 International Dr, Suite 100
Mc Lean, VA 22102

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$338,001,104,173

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

6,722

VA Average: 118
Total Number of Accounts

914,878

VA Average: 4,567
Average Account Size

$369,449

VA Average: $3,506,186

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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
  • Other

Samuel Taylor Work History

Samuel has 10 years of experience.

2019 - Present (1 year)

Fidelity Brokerage Services LLC

2019 - 2019 (< 1 year)

Extended Travel

2018 - 2019 (1 year)

E*Trade Securities LLC

2018 - 2018 (< 1 year)

Full-Time Education

2017 - 2017 (< 1 year)

Vivint

2015 - 2015 (< 1 year)

Access Point Family Services

2015 - 2015 (< 1 year)

Right Price Auto

2015 - 2015 (< 1 year)

Box Support

2015 - 2017 (2 years)

Fidelity Investments

2014 - 2014 (< 1 year)

Netmark

2014 - 2015 (1 year)

Get Found First

2014 - 2014 (< 1 year)

Minkism Inc

2013 - 2013 (< 1 year)

Dishone Sattelite

2013 - 2014 (1 year)

Byu Hawaii

2012 - 2013 (1 year)

Polynesian Cultural Center

2010 - 2010 (< 1 year)

Netsoft

2010 - 2012 (2 years)

The Church Of Jesus Christ Of Latter Day Saints

Disclosures

Samuel Taylor has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Eric Callahan
Boston, MA
David Motola
Boston, MA
Joshua Hardtke
Boston, MA
Sam Grosser
Miami, FL
Anthony Mish
Boston, MA
William Jones
Boston, MA
Austin Johnson
Boston, MA

This content was compiled from the SEC and FINRA.

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