Christina
Steinberg

Fidelity Personal And Workplace Advisors

CRD#5093241
Investment Advisor
in Boston, MA
Are you Christina Steinberg? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Christina Steinberg is a certified financial planner working in Boston, Massachusetts, who has been in the advisory business for 11 years. Steinberg currently works for Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Td Ameritrade, Fidelity Personal And Workplace Advisors and Fidelity Brokerage Services LLC. Steinberg holds 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 financial advisory firm that has its headquarters in Boston, Massachusetts. The investment advisory business has offices in 25 locations and a total of 6,485 advisors. It manages $345 billion in total assets between its 858,130 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves seven charities and foundations. Of its 858,130 client accounts, 68% are associated with high-net-worth investors who have more than $1 million in investable assets. The business offers a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fees typically depend on which services the firm provides the client. However, fee types billed by Fidelity Personal And Workplace Advisors may include asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 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, Others

Disclosures

No

Office Location

245 Summer Street, V2A
Boston, MA 02210

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$344,922,585,757

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

6,485

MA Average: 118
Total Number of Accounts

858,130

MA Average: 4,567
Average Account Size

$401,947

MA Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Christina Steinberg Work History

Christina has 11 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2016 - Present (3 years)

Fidelity Brokerage Services LLC

2007 - 2016 (9 years)

Td Ameritrade

Disclosures

Christina Steinberg has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started