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Pietro Mariani

Fidelity Personal AND Workplace Advisors

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About Pietro Mariani

Pietro Mariani is a financial advisor with Fidelity Personal and Workplace Advisors, a firm based in Boston, MA. Pietro has a background in financial services and has worked in a variety of roles. Pietro is licensed in 52 states and the District of Columbia. Pietro offers financial planning, educational seminars, and selection of other advisors. Pietro is registered as an Investment Advisor Representative with Fidelity Personal and Workplace Advisors. The information on this website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security or other product. The information should not be relied upon in making any investment decision. It is important to note that investment decisions should always be made with the assistance of a qualified financial professional who can provide advice that is tailored to your specific needs and objectives.

Firm Information

Pietro Mariani 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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Pietro Mariani’s Registration & Firm History

CO

10/13/2021 - Present

Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)

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Licenses & Designations

BOTH

Issued 10/11/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/08/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/02/2021

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 Pietro Mariani.
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