Fidelity Personal And Workplace Advisors
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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
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