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Cyrus Knowlton Hanks

Fidelity Personal AND Workplace Advisors

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About Cyrus Knowlton Hanks

Cyrus Knowlton Hanks is an investment advisor representative and a Registered Representative with Fidelity Personal and Workplace Advisors. Cyrus Hanks has worked in the financial services industry since 2006. Prior to joining Fidelity Personal and Workplace Advisors, Cyrus Hanks was employed by Wells Fargo Advisors, LLC. Cyrus Hanks is registered with the states of Massachusetts, Texas and Utah. Cyrus Hanks holds the Series 6, Series 7, Series 10, Series 63, and Series 65 licenses. Cyrus Hanks is also registered with FINRA.

Firm Information

Cyrus Hanks 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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Cyrus Hanks’s Registration & Firm History

UT

07/13/2018 - Present

Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)

UT

07/22/2014 - 09/15/2015

WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)

UT

04/25/2013 - 05/13/2014

MORGAN STANLEY (SOUTH JORDAN UT)

UT

01/11/2011 - 03/19/2013

WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)

UT

09/10/2009 - 01/05/2011

E*TRADE SECURITIES LLC (SANDY UT)

UT

01/01/2008 - 02/10/2009

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

UT

08/17/2006 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)

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Licenses & Designations

IA

Issued 05/13/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/06/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/16/2020

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/09/2020

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2009

Series 7 - General Securities Representative Examination

BC

Issued 08/16/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Cyrus Knowlton Hanks.
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