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 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

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

$453,297,086,677

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

8,158

VA Average: 118
Total Number of Accounts

1,038,219

VA Average: 4,567
Average Account Size

$436,610

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 (2 years)

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 - 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.

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Julie Miller
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Stephanie Spyres
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Bryan Albaugh
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Nicholas Almasov
Los Gatos, CA
Cheyenne Seiler
Boston, MA

This content was compiled from the SEC and FINRA.

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