Fidelity Personal and Workplace Advisors LLC
CRD 288590SEC# 801-112027Boston, MA
No longer SEC-registered. Fidelity Personal and Workplace Advisors LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$81.9M
Employees
15,424
Accounts
1,991,043
Location
Boston, MA
Fidelity Personal and Workplace Advisors LLC assets under management
Fidelity Personal and Workplace Advisors LLC operates as an SEC-registered investment adviser based in Boston, MA. It reports $81.9 million in regulatory assets under management and employs 15,424 people.
Fidelity Personal and Workplace Advisors LLC owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Leigh Lamb Control | Chief Compliance Officer | Under 5% | 2022 |
| David (nmn) Peterson Control | Elected Manager | Under 5% | 2019 |
| Fidelity Advisory Holdings LLC Control | Member | Over 75% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Fidelity Personal and Workplace Advisors LLC manage?
Fidelity Personal and Workplace Advisors LLC reports $81.9 million in regulatory assets under management on its Form ADV.
How many employees does Fidelity Personal and Workplace Advisors LLC have?
Fidelity Personal and Workplace Advisors LLC reports 15,424 employees.
Where is Fidelity Personal and Workplace Advisors LLC located?
Fidelity Personal and Workplace Advisors LLC is based in Boston, MA.
Does Fidelity Personal and Workplace Advisors LLC disclose fund performance?
Fidelity Personal and Workplace Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 245 Summer Street, V2a, Boston, MA 02210 |
| Office hours | 9a.m. - 5p.m. |
| Discloses disciplinary history | Yes |
Regulatory AUM
$81.9MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$81.9Mregulatory AUM
Discretionary $81.9M