Christopher
Pagel

Fidelity Personal And Workplace Advisors

CRD#7413785
Investment Advisor
in Englewood, CO

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About this Advisor

Christopher Pagel is a financial advisor based in Englewood, Colorado, working with Fidelity Personal And Workplace Advisors. Christopher has previously held positions at Fidelity Investments, Wells Fargo Bank, Best Buy, Pacific Sunwear, Unemployed / School, Bj's Restaurant And Brewhouse, Texas Road House, Lewis Palmer High School, and the University Of Colorado At Colorado Springs. Christopher has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado and Texas. Currently, Christopher is part of Fidelity Personal And Workplace Advisors, which operates out of Englewood, Colorado. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

6501 S Fiddlers Green Circle Ste 300 - 600
Englewood, CO 80111-5039

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$818,776,100,963

CO Average: $16,012,751,954
Total Number of Employees

15,424

CO Average: 118
Total Number of Accounts

1,991,043

CO Average: 4,567
Average Account Size

$411,230

CO Average: $3,506,186

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

Christopher Pagel Work History

2021 - Present (3 years)

Fidelity Investments

2019 - 2021 (2 years)

Wells Fargo Bank

2019 - 2019 (< 1 year)

Best Buy

2018 - 2019 (1 year)

Pacific Sunwear

2018 - 2018 (< 1 year)

Unemployed / School

2018 - 2018 (< 1 year)

Bj'S Restaurant And Brewhouse

2017 - 2021 (4 years)

University Of Colorado At Colorado Springs

2016 - 2017 (1 year)

Texas Road House

2013 - 2017 (4 years)

Lewis Palmer High School

Disclosures

Please visit the SEC profile of Christopher Pagel 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

Mitchell Green
Jacksonville, FL
Austin Stevens
Jacksonville, FL
Tyler Rizzo
Chesterfield, MO
Justin Gorney
Durham, NC
Gerald Granick
Jacksonville, FL
Ashlie Bostick
Colorado Springs, CO
Andrew Pillai
Murrieta, CA
Patrick Ihnken
Portland, OR

The content in this profile was updated by SmartAsset on 6/19/2024. 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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