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Colin Hayashi Miller

Fidelity Personal AND Workplace Advisors

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About Colin Hayashi Miller

Colin Hayashi Miller is a registered representative with Fidelity Personal And Workplace Advisors. Colin is registered with the state of New Hampshire and Texas. Colin is a licensed investment advisor representative, with registration status approved in the state of New Hampshire since 2024-12-06. Colin is also a licensed investment advisor representative, with registration status approved in the state of Texas since 2024-12-06. Colin Miller has passed the Series 66 examination, which is required for investment advisor representatives. Colin has a history of experience in the financial services industry, and has been employed by Fidelity Investments since 2024. Colin's firm has a history of working with a large number of clients, including high net worth individuals and pension and profit sharing plans. Colin is a specialized financial advisor and is able to provide financial planning, educational seminars, and selection of other advisers.

Firm Information

Colin Miller is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal and Workplace Advisors is a large financial services firm with a long history in the industry. They provide a variety of investment and financial planning services to individual and institutional clients, including individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and state or municipal governments. They are known for their comprehensive investment options, low fees, and extensive resources. Fidelity Personal and Workplace Advisors manages over $818 billion in assets for a diverse client base.
Fidelity Personal AND Workplace Advisors

245 SUMMER STREET, V2A

BOSTON, MA 02210

$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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Colin Miller’s Registration & Firm History

NH

12/06/2024 - Present

Fidelity Personal AND Workplace Advisors (MERRIMACK NH)

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Licenses & Designations

State Registrations

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Inactive

SRO Registrations

Disclosures

There are no public disclosures for Colin Hayashi Miller.
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