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Philip Edward Brown

Fidelity Personal AND Workplace Advisors

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About Philip Edward Brown

Philip Edward Brown is an investment advisor representative with Fidelity Personal and Workplace Advisors. Philip has been in the industry since January 30, 2021 and has a Series 63, 65, 7TO and SIE. Philip has been registered as an investment advisor representative in Alabama, Arizona, California, Connecticut, Delaware, Florida, Georgia, Illinois, Maine, Maryland, Massachusetts, New Hampshire, New York, North Carolina, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Vermont and Washington. Philip has a current employment with Fidelity Personal and Workplace Advisors and previously was employed at CreativeOne Securities, LLC. Philip has had a background in a variety of fields, including working with Union College, Generation Teach, Professional Sports Catering, Nashoba Valley Ski Area, Mill Iron Farm and Concord Carlisle High School. Philip specializes in investment advisory services, portfolio management for individuals and businesses, financial planning, selection of other advisors and educational seminars. Philip primarily works with individuals, corporations, and charitable organizations and manages assets in a discretionary manner. The total amount of assets managed by Philip is between $1 billion and $10 billion.

Firm Information

Philip Brown 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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Philip Brown’s Registration & Firm History

NH

04/24/2023 - Present

Fidelity Personal AND Workplace Advisors (NASHUA NH)

ME

08/23/2021 - 06/16/2022

CREATIVEONE SECURITIES, LLC (Bangor ME)

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Licenses & Designations

BC

Issued 09/10/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/09/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/23/2021

Series 7TO - General Securities Representative Examination

BC

Issued 08/06/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Philip Edward Brown.
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