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The content in this profile was updated by SmartAsset on. However, fees charged by Fidelity Personal And Workplace Advisors may include any blend of asset-based and fixed fees. Fidelity Personal And Workplace Advisors has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services.įinancial management fee schedules are based on which service is offered. Of its 1,509,611 client accounts, 34% belong to high-net-worth clients who have at least $1 million in assets. The firm serves nine charities and foundations. It oversees $727 billion in assets under management among its 1,509,611 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm has offices in 3,180 locations and a total of 11,220 financial advisors. Bella holds Series 66 and Series 63 licenses, designating them as a securities broker, and is registered to work in Massachusetts and Texas.įidelity Personal And Workplace Advisors is an advisory business that has its headquarters in Boston, Massachusetts. Of Business) and Fidelity Personal And Workplace Advisors. Throughout their career, Bella has worked at Fidelity Brokerage Services LLC, Chateau Restaurant, Waltham High School, University Of Massachusetts Amherst (Isenberg Sch. Bella is an employee of Fidelity Personal And Workplace Advisors.

Nicholas Bella is a financial advisor based out of Boston, Massachusetts, who has been in the advisory business for 14 years.