Fidelity Personal Trust Co Fsb (Boston)

Name: Fidelity Personal Trust Co Fsb
Address: 100 Summer Street, 18 Th Floor, Boston, MA, 02109
Telephone: 800-854-2829

Fidelity Personal Trust Co Fsb is a large advisory firm based in Boston. It manages $173.19 million of regulatory assets for 242 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

Fidelity Personal Trust Co Fsb provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fidelity Personal Trust Co Fsb: assets under management

The assets under management (AUM) of Fidelity Personal Trust Co Fsb is $173.19 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $173.19 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $715.65 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Fidelity Personal Trust Co Fsb for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Fidelity Personal Trust Co Fsb

Rodney Raymond Rohda has been acting as President since 1 Apr 2000. Peter Svorinic joined the executive team most recently as the Investment Adviser Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Fmr Corp.	Shareholder	1 Apr 2000	75% - 100%	12-3456789
Rodney Raymond Rohda	Director	1 Apr 2000	Other	1485935
Caleb Loring	Director	1 Apr 2000	Other	872551
James Keen Cornell	Director/president	1 Apr 2000	Other	2826487
Deborah C Segal	Vice president/chief fiduciary officer	1 Apr 2000	Other	4282259
Dai Olaksen	Vice president/treasurer	1 Apr 2000	Other	2406794
Lena G Goldberg	Director	1 Apr 2000	Other	4377152
Karen L. Linsley	Director	1 Apr 2000	Other	4379489
Inc. Fidelity Thrift Holding Company	Shareholder	1 Apr 2000	75% - 100%	04-3505186
Malina Beth Ginsberg	Compliance officer/secretary	1 Oct 2000	Other	1726028
Peter Svorinic	Investment adviser compliance officer	1 Apr 2001	Other	1403501

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Edward Crosby Johnson	Shareholder	1 Jun 1977	25% - 50%	1367269
Abigail Pierrepont Johnson	Shareholder	1 Jan 1991	25% - 50%	4340399

Based in Boston

The principal office where Fidelity Personal Trust Co Fsb performs its advisory services is located at 100 Summer Street, 18 Th Floor, Boston, MA 02109 The mailing address of the firm is 82 Devonshire Street, R18 B, Boston, MA 02109. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-854-2829 or by fax 617-476-6017. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.fidelity.com.