Eric
Graffe Ostos
Fidelity Personal And Workplace Advisors
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About this Advisor
Eric Graffe Ostos is a financial advisor based in Washington, District of Columbia, working with Fidelity Personal And Workplace Advisors. Eric has previously held positions at Edward Jones, University Of Maryland / Sbdc, Lepri LLC (Dba Steel Plate), Fifth And Earth Inc, Neutron Holdings Inc (Dba Limebike Or Lime), Skip Transport Inc (Dba Skip), Hidromasajes & Spa Ccs, and Fidelity Investments. Eric has passed the Series 66 regulatory exam and is registered to provide services in the District of Columbia, Maryland, and Texas. Currently, Eric is part of Fidelity Personal And Workplace Advisors, which operates out of Washington, District of Columbia. 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
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
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
Eric Graffe Ostos Work History
Fidelity Investments
Edward Jones
Fifth And Earth Inc
Neutron Holdings Inc (Dba Limebike Or Lime)
Skip Transport Inc (Dba Skip)
University Of Maryland / Sbdc
Lepri LLC (Dba Steel Plate)
Hidromasajes & Spa Ccs
Disclosures
Please visit the SEC profile of Eric Graffe Ostos to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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