Fidelity Personal Trust Company, Fsb (Boston)

Name: Fidelity Personal Trust Company, Fsb
Address: 100 Summer Street 3 Rd Floor, Boston, MA, 02110
Telephone: 800-544-3455

Fidelity Personal Trust Company, Fsb is a large advisory firm based in Boston. It manages $1.73 billion of regulatory assets for 2,388 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 48 other states.

Fidelity Personal Trust Company, Fsb provides pension consulting services. 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 Company, Fsb: assets under management

The assets under management (AUM) of Fidelity Personal Trust Company, Fsb is $1.73 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 896% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.73 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $722.36 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Fidelity Personal Trust Company, 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 Company, Fsb

Rodney Raymond Rohda has been acting as President since 1 Apr 2000. Susan Marie Boudrot joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
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
David Olaksen	Vice president of finance/treasurer	1 Apr 2000	Other	2406794
Malina Beth Ginsberg	Compliance officer/secretary	1 Oct 2000	Other	1726028
Malina Beth Amand	Compliance officer/secretary	1 Oct 2000	Other	1726028
Peter Svorinic	Investment adviser compliance officer	1 Apr 2001	Other	1403501
David Francis Denison	Director	1 Dec 2002	Other	4305670
Catherine Nora Steed	Treasurer	1 Mar 2003	Other	2129649
Jeffrey R Carney	Director	1 Jun 2003	Other	4608993
Norman Lee Ashkenas	Compliance officer	1 Sep 2003	Other	2467840
Sarah Clarke Libbey	Director/president	1 Jun 2004	Other	1012111
John J Hitt	Director	1 Mar 2005	Other	4939872
Sanjiv Hiro Mirchandani	Director	1 Aug 2006	Other	2771645
Susan Marie Boudrot	Chief compliance officer	1 Sep 2006	Other	2472538

Indirect Owners

The SEC currently registers 3 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
Fmr Corp.	Shareholder	1 Apr 2000	75% - 100%	04-2507163

Based in Boston

The principal office where Fidelity Personal Trust Company, Fsb performs its advisory services is located at 100 Summer Street 3 Rd Floor, Boston, MA 02110 The mailing address of the firm is 200 Liberty Street, New York, NY 10281. An additional office of the firm is in El Segundo, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-544-3455 or by fax 617-385-0831. The normal business hours are 9:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at www.fidelity.com.