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Byron Q Eller

Fidelity Personal AND Workplace Advisors

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About Byron Q Eller

Byron Eller, a registered investment advisor, has been in the financial services industry since March 24, 2001. Byron is currently employed by Fidelity Personal And Workplace Advisors. Byron is licensed in 52 states and the District of Columbia, and is also licensed as an Investment Advisor in Connecticut and Texas. Byron has held previous positions with Prudential Annuities Distributors, Inc., NYLIFE Securities Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Byron is a Series 7, Series 63, and Series 65 license holder, and also holds the Securities Industry Essentials (SIE) certification.

Firm Information

Byron Eller is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal and Workplace Advisors is a large investment advisory firm based in Boston, MA. The firm manages over $818 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. They offer a variety of investment services, including financial planning, portfolio management, and educational seminars. Fidelity Personal and Workplace Advisors is registered with the Securities and Exchange Commission (SEC) and has a strong track record of providing comprehensive and personalized investment advice.
Fidelity Personal AND Workplace Advisors

TWO CONTRA WAY

MERRIMACK, NH 03054

$818.78B

Assets Under Management

13,624

Total Clients

14,642

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Byron Eller’s Registration & Firm History

NH

01/21/2022 - Present

Fidelity Personal AND Workplace Advisors (MERRIMACK NH)

CT

11/21/2002 - 12/21/2020

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)

NY

08/10/2000 - 07/03/2001

NYLIFE SECURITIES INC. (NEW YORK NY)

MN

08/13/1997 - 06/09/1999

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

08/13/1997 - 06/09/1999

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 11/17/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 9/5/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 8/12/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Byron Q Eller.
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