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Ethan Joseph Spada

Fidelity Personal AND Workplace Advisors

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About Ethan Joseph Spada

Ethan Joseph Spada is a financial advisor at Fidelity Personal And Workplace Advisors. Ethan is registered with the state of Massachusetts and Texas and holds the Series 7, 63, and 66 licenses. Ethan has been in the industry for 6 years and has a track record of success in providing financial planning and investment management services. Ethan specializes in helping individuals and families reach their financial goals. Ethan is committed to providing clients with personalized attention and customized financial solutions.

Firm Information

Ethan Spada 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

44 MALL ROAD STE 100

BURLINGTON, MA 01803

$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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Ethan Spada’s Registration & Firm History

MA

10/07/2019 - Present

Fidelity Personal AND Workplace Advisors (BURLINGTON MA)

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Licenses & Designations

BOTH

Issued 10/1/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 2/27/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 2/17/2017

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 Ethan Joseph Spada.
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