Christopher
Ahlstrand

Fidelity Personal And Workplace Advisors

CRD#4949161
Investment Advisor
in Boston, MA
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About this Advisor

Christopher Ahlstrand is a certified financial planner based in Boston, Massachusetts, who has been in the advisory business for 14 years. Ahlstrand is an employee of Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Channel Capital Group Inc, Channel Capital Group LLC, Motley Fool, Jcra Financial, Laifer Capital Management, Learn Signal, Chimera Research Group, Fidelity Investments and Fidelity Personal And Workplace Advisors. Ahlstrand maintains a Series 63 license, designating them as a securities broker, and is registered to operate in New Jersey. Fidelity Personal And Workplace Advisors is a registered investment firm headquartered in Boston, Massachusetts. The company has offices in 25 locations and a total of 6,485 advisors. It administers $345 billion in assets under management across its 858,130 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to seven charities and foundations. Of its 858,130 customer accounts, 68% are held by high-net-worth clients who have more than $1 million in investable assets. The firm provides a number 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. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fees charged by Fidelity Personal And Workplace Advisors most likely include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

14 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

$338,001,104,173

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

6,722

MA Average: 118
Total Number of Accounts

914,878

MA Average: 4,567
Average Account Size

$369,449

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

Christopher Ahlstrand Work History

Christopher has 14 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2015 - Present (4 years)

Fidelity Investments

2015 - 2015 (< 1 year)

Chimera Research Group

2014 - 2014 (< 1 year)

Motley Fool

2014 - 2015 (1 year)

Learn Signal

2012 - 2012 (< 1 year)

Laifer Capital Management

2010 - 2010 (< 1 year)

Jcra Financial

2004 - 2010 (6 years)

Channel Capital Group Inc

2004 - 2010 (6 years)

Channel Capital Group LLC

Disclosures

Christopher Ahlstrand has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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