Kaylie
Judd
Fidelity Personal And Workplace Advisors
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About this Advisor
Kaylie Judd is a financial advisor operating out of Englewood, Colorado with 2 years of relevant experience. Judd works at Fidelity Personal And Workplace Advisors. Over the course of their career, Judd has held roles at Charles Schwab & Co., Inc, Advance Trading Inc, Kohls, Einstein Bagel Bros, Fidelity Investments, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Judd holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and can serve investors in Colorado and Texas. Fidelity Personal And Workplace Advisors is a company that has its headquarters in Boston, MA. It has offices in 3,093 locations and a total of 13,507 people on staff. It controls $653 billion in assets among its 1,712,247 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 11 charities and foundations. Of its 1,712,247 customer accounts, 31% belong to high-net-worth individuals who have more than $1 million in assets. The company offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors usually are based on the services offered. Fee types charged by Fidelity Personal And Workplace Advisors likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
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
Kaylie Judd Work History
Kaylie has been registered as a financial advisor for 2 years.*
Fidelity Investments
Charles Schwab & Co., Inc
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Charles Schwab & Co., Inc
Advance Trading Inc
Einstein Bagel Bros
Kohls
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kaylie Judd 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
Greenbrae, CA
Boston, MA
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Austin, TX
Fairfield, CT
Fort Lauderdale, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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