Fidelity Personal And Workplace Advisors
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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
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
Colton Smith Work History
Colton has 10 years of experience.
Fidelity Brokerage Services LLC
The Everett Clinic
United States Army
Colton Smith has no disclosures.
Please visit their SEC profile for more details.
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