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Sarah Marie Wheeler

Fidelity Personal AND Workplace Advisors

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About Sarah Marie Wheeler

Sarah Marie Wheeler is an investment advisor representative at Fidelity Personal AND Workplace Advisors. Sarah Marie has over 2 years of experience in the financial services industry and is licensed in 25 states and the District of Columbia. Sarah Marie specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Sarah Marie previously worked at Kestra Investment Services, LLC where she had a similar role. Sarah Marie is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Sarah Wheeler 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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Sarah Wheeler’s Registration & Firm History

MA

06/25/2024 - Present

Fidelity Personal AND Workplace Advisors (CAMBRIDGE MA)

MD

02/05/2021 - 12/16/2021

KESTRA INVESTMENT SERVICES, LLC (GERMANTOWN MD)

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Licenses & Designations

BOTH

Issued 07/09/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/05/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/05/2020

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 Sarah Marie Wheeler.
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