Fidelity Personal and Workplace Advisors LLC
Legal Name: FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC
Full Contact Details
Fidelity Personal and Workplace Advisors LLC
245 SUMMER STREET, V2A, BOSTON, MA
617-563-7000
Other Info
Fidelity Personal and Workplace Advisors LLC, a DE Limited Liability Company, employs 6,722 knowledgeable advisers to serve 6,266 clients. Its last reported SEC status, approved on November 13, 2017, solidifies its position as an accomplished and trustworthy financial advisory firm.
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Direct Owners
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CHRISTOPHER ANDREW MCDERMOTT
ELECTED MANAGER owns less than 5%
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CHRISTOPHER EDWIN SHELDON
ELECTED MANAGER/CHIEF INVESTMENT OFFICER owns less than 5%
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CHRISTOPHER ROBERT SORENSEN
ELECTED MANAGER owns less than 5%
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DAVID (NMN) PETERSON
ELECTED MANAGER owns less than 5%
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DAVID ANTHONY GOLINO
CHIEF FINANCIAL OFFICER owns less than 5%
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DAVID BUTLER COYNE
ELECTED MANAGER owns less than 5%
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FIDELITY ADVISORY HOLDINGS LLC
MEMBER owns 75% or more
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KARIM GLORIE LYNN
CHIEF LEGAL OFFICER/SECRETARY owns less than 5%
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LAUREN FAITH BROUHARD
ELECTED MANAGER owns less than 5%
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NORMAN LEE ASHKENAS
CHIEF COMPLIANCE OFFICER owns less than 5%
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RICHARD GRAY COMPSON
ELECTED MANAGER owns less than 5%
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SRIRAM PALGHAT SUBRAMANIAM
ELECTED MANAGER/PRESIDENT owns less than 5%
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JILL MARIE EVANS
CHIEF COMPLIANCE OFFICER owns less than 5%
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SANGEETA (NMN) MOORJANI
ELECTED MANAGER owns less than 5%
Indirect Owners
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ABIGAIL PIERREPONT JOHNSON
ELECTED MANAGER
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EDWARD CROSBY JOHNSON IV
ELECTED MANAGER
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FMR LLC
MEMBER owns 75% or more
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GERARD JOHN MCGRAW
ELECTED MANAGER
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JAMES CHARLES CURVEY
ELECTED MANAGER
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JOHN JOSEPH REMONDI
ELECTED MANAGER
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MICHAEL ENGBER WILENS
ELECTED MANAGER