Darrin
Chow
Fidelity Personal And Workplace Advisors
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About this Advisor
Darrin Chow is a financial advisor working in Burlingame, California, who has 1 year of industry experience. Chow currently works for Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Merrill Lynch Pierce Fenner & Smith Inc, Bank Of America, N.A, Bancwest Investment Services, Bank Of The West, E*Trade Securities LLC, E*Trade Capital Management, E*Trade Capital Management LLC and Fidelity Investments. Chow has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in California. Fidelity Personal And Workplace Advisors is a company operating out of Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 advisors. It controls $653 billion in total assets between its 1,712,247 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 11 charitable organizations. Of its 1,712,247 customer accounts, 31% are held by high-net-worth clients who have more than $1 million in investable assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. However, fees billed by Fidelity Personal And Workplace Advisors most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Darrin Chow Work History
Darrin has been registered as a financial advisor for 1 years.*
Fidelity Investments
E*Trade Securities LLC
E*Trade Capital Management LLC
E*Trade Securities LLC
E*Trade Capital Management LLC
E*Trade Securities LLC
E*Trade Capital Management
Bancwest Investment Services
Bank Of The West
Merrill Lynch Pierce Fenner & Smith Inc
Bank Of America, N.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Darrin Chow to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fidelity Personal And Workplace Advisors
Greenbrae, CA
Smithfield, RI
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Austin, TX
Fairfield, CT
Fort Lauderdale, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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