Colton
Smith

Fidelity Personal And Workplace Advisors

CRD#6850287
Investment Advisor
in Bellevue, WA

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About this Advisor

Colton Smith is an advisor in Bellevue, Washington. Currently a registered investment advisor at Fidelity Personal And Workplace Advisors, they have accumulated 10 years of work experience as a financial advisor. Smith maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Smith is able to advise clients based out of Washington. Over the course of their career, Smith has held roles at Fidelity Brokerage Services LLC, The Everett Clinic and United States Army. Fidelity Personal And Workplace Advisors is located in Bellevue, Washington, and has 1,138 locations across the United States. Overall, Fidelity Personal And Workplace Advisors oversees $453 billion in assets covering 1,038,219 accounts and retains more than 8,158 people. The firm's total assets under management makes it one of the largest firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 29% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Fidelity Personal And Workplace Advisors can offer 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 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

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

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$453,297,086,677

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

8,158

WA Average: 118
Total Number of Accounts

1,038,219

WA Average: 4,567
Average Account Size

$436,610

WA 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

Colton Smith Work History

Colton has 10 years of experience.

2017 - Present (3 years)

Fidelity Brokerage Services LLC

2016 - 2017 (1 year)

The Everett Clinic

2010 - 2016 (6 years)

United States Army

Disclosures

Colton Smith has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Lauren Hinton
Englewood, CO
Meghan Snouffer
Boston, MA
James Woodall
Roanoke, TX
Julie Miller
Denver, CO
Stephanie Spyres
San Antonio, TX
Shane Cohen
Englewood, CO
Rodolfo Aquino
Boston, MA
Thomas Muscarella
Burbank, CA

This content was compiled from the SEC and FINRA.

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