Cara
Christous

Fidelity Personal And Workplace Advisors

CRD#6723737
Investment Advisor
in Boston, MA

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About this Advisor

Cara Christous is an advisor in Boston, Massachusetts. Currently a registered investment advisor with Fidelity Personal And Workplace Advisors, Christous has 10 years of professional experience. Christous maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Christous is able to work with clients based out of Massachusetts. Their career trajectory has included roles at Fidelity Investments, English Program In Korea, Phoenix Chart Academy, Tutors For All, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is located in Boston, Massachusetts, and operates out of 1,138 brick-and-mortar locations throughout the nation. In aggregate, Fidelity Personal And Workplace Advisors oversees $453 billion in assets covering 1,038,219 accounts and retains more than 8,158 people. The firm's total assets under management makes it one of the largest firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 29% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Fidelity Personal And Workplace Advisors can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

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, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

245 Summer Street, V2A
Boston, MA 02210

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$453,297,086,677

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

8,158

MA Average: 118
Total Number of Accounts

1,038,219

MA Average: 4,567
Average Account Size

$436,610

MA Average: $3,506,186

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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
  • Other

Cara Christous Work History

Cara has 10 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2016 - Present (4 years)

Fidelity Brokerage Services LLC

2015 - 2016 (1 year)

Fidelity Investments

2012 - 2015 (3 years)

English Program In Korea

2011 - 2012 (1 year)

Phoenix Chart Academy

2010 - 2011 (1 year)

Tutors For All

Disclosures

Cara Christous has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Lauren Hinton
Englewood, CO
Meghan Snouffer
Boston, MA
James Woodall
Roanoke, TX
Julie Miller
Denver, CO
Stephanie Spyres
San Antonio, TX
Bryan Albaugh
Boston, MA
Nicholas Almasov
Los Gatos, CA
Colton Smith
Bellevue, WA

This content was compiled from the SEC and FINRA.

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