Robert
Marks

Fidelity Personal And Workplace Advisors

CRD#6663614
Investment Advisor
in Bronx, NY

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About this Advisor

Robert Marks is a financial advisor based out of Bronx, New York with a total of 1 year of relevant experience. Marks is an advisor for Fidelity Personal And Workplace Advisors. During their career, Marks has held roles at Poly Prep Summer Experience, Course Hero Inc, Plymouth Church, New York City Council, Suny Oneonta, Foresters Financial Services, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Td Bank, University At Albany, J.P. Morgan Securities, LLC and Fidelity Investments. Marks maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to serve investors in New York. Fidelity Personal And Workplace Advisors is a firm based in Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 advisors. It handles $653 billion in assets between its 1,712,247 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 11 charitable organizations. Of its 1,712,247 accounts, 31% are held by high-net-worth individuals who have more than $1 million in investable assets. Fidelity Personal And Workplace Advisors has a diverse range of services, including 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 typically are based on which services the firm provides the client. Fee types billed by Fidelity Personal And Workplace Advisors most likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

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

Bronx, NY

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

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

13,507

NY Average: 118
Total Number of Accounts

1,712,247

NY Average: 4,567
Average Account Size

$381,106

NY 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

Robert Marks Work History

Robert has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Fidelity Investments

2021 - 2022 (1 year)

J.P. Morgan Securities, LLC

2021 - 2022 (1 year)

Jpmorgan Chase Bank, N.A

2018 - 2021 (3 years)

Jpmorgan Chase Bank, N.A

2018 - 2021 (3 years)

J.P. Morgan Securities LLC

2017 - 2018 (1 year)

Td Bank

2016 - 2017 (1 year)

Foresters Financial Services

2015 - 2015 (< 1 year)

New York City Council

2015 - 2015 (< 1 year)

Plymouth Church

2014 - 2014 (< 1 year)

Poly Prep Summer Experience

2014 - 2015 (1 year)

Course Hero Inc

2014 - 2014 (< 1 year)

Plymouth Church

2014 - 2016 (2 years)

Suny Oneonta

2013 - 2013 (< 1 year)

Poly Prep Summer Experience

2012 - 2013 (1 year)

University At Albany

*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 Robert Marks 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

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Greenbrae, CA
Elizabeth Muncie
Boston, MA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Laura Mccallum
Austin, TX
Michael Gefen
Fairfield, CT
Andrew Draluck
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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