Fidelity Personal And Workplace Advisors
About this Advisor
Samuel Taylor is an investment advisor in Mc Lean, Virginia. Currently an investment advisor at Fidelity Personal And Workplace Advisors, they have gathered 10 years of practice as a financial advisor. Taylor has Series 63 and Series 66 licenses, certifying the advisor as a securities representative. Taylor is registered to act as an advisor based out of Virginia. The advisor has gained experience at 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 located in Mc Lean, Virginia, and operates out of 1,138 offices in the nation. As a company, Fidelity Personal And Workplace Advisors manages $453 billion in assets throughout 1,038,219 client accounts and employs more than 8,158 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 29% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Fidelity Personal And Workplace Advisors provides 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
Years of Experience
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Fidelity Personal And Workplace Advisors Brokerage Details
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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
Samuel Taylor Work History
Samuel has 10 years of experience.
Fidelity Brokerage Services LLC
E*Trade Securities LLC
Access Point Family Services
Right Price Auto
Get Found First
Polynesian Cultural Center
The Church Of Jesus Christ Of Latter Day Saints
Samuel Taylor has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Fidelity Personal And Workplace Advisors
San Antonio, TX
Los Gatos, CA