Abby
Snyder

Fidelity Personal And Workplace Advisors

CRD#7844228
Investment Advisor
in Bellevue, WA

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About this Advisor

Abby Snyder is a financial advisor based in Bellevue, Washington, working with Fidelity Personal And Workplace Advisors. Abby has previously held positions at Fidelity Investments, Plico, Stella Nova, South Okc Va Clinic, The Catch, Jitters Coffee, Sonic Drive-In, Oklahoma City Va Health Care System, Logan's Roadhouse, Jcpenney, Carl Albert Middle School, Stadium High School, Carl Albert High School, Rose State College, and University Of Central Oklahoma. Abby has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Abby is part of Fidelity Personal And Workplace Advisors, which operates out of Bellevue, Washington. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 66

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

10500 Ne 8Th Street Bellevue Place Ste 100
Bellevue, WA 98004-4303

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$818,776,100,963

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

15,424

WA Average: 118
Total Number of Accounts

1,991,043

WA Average: 4,567
Average Account Size

$411,230

WA 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

Abby Snyder Work History

2023 - Present (1 year)

Fidelity Investments

2023 - 2023 (< 1 year)

Plico

2023 - 2023 (< 1 year)

Fidelity Investments

2022 - 2023 (1 year)

Plico

2022 - 2022 (< 1 year)

Stella Nova

2022 - 2023 (1 year)

University Of Central Oklahoma

2021 - 2021 (< 1 year)

South Okc Va Clinic

2020 - 2021 (1 year)

The Catch

2019 - 2020 (1 year)

Jitters Coffee

2019 - 2019 (< 1 year)

Sonic Drive-In

2018 - 2019 (1 year)

Oklahoma City Va Health Care System

2018 - 2018 (< 1 year)

Logan'S Roadhouse

2017 - 2018 (1 year)

Sonic Drive-In

2017 - 2018 (1 year)

Jitters Coffee

2017 - 2017 (< 1 year)

Jcpenney

2017 - 2021 (4 years)

Rose State College

2016 - 2017 (1 year)

Sonic Drive-In

2016 - 2018 (2 years)

Carl Albert High School

2014 - 2016 (2 years)

Stadium High School

2011 - 2014 (3 years)

Carl Albert Middle School

Disclosures

Please visit the SEC profile of Abby Snyder 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

Mitchell Green
Jacksonville, FL
Austin Stevens
Jacksonville, FL
Tyler Rizzo
Chesterfield, MO
Justin Gorney
Durham, NC
Gerald Granick
Jacksonville, FL
Ashlie Bostick
Colorado Springs, CO
Andrew Pillai
Murrieta, CA
Patrick Ihnken
Portland, OR

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