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 located in Boston, Massachusetts. Currently a registered advisor with Fidelity Personal And Workplace Advisors, they have accumulated 15 years of professional experience. Ahlstrand holds a Series 63 license, qualifying them as a securities broker. Ahlstrand is able to work with customers based out of New Jersey and Texas. During their career, Ahlstrand has held roles at Channel Capital Group Inc, Channel Capital Group LLC, Jcra Financial, Laifer Capital Management, Motley Fool, Learn Signal, Chimera Research Group, Fidelity Investments and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is headquartered in Boston, Massachusetts, and has 25 other brick-and-mortar locations in the country. In total, Fidelity Personal And Workplace Advisors oversees $338 billion in assets throughout 914,878 client accounts and employs more than 6,722 people. The level of assets currently under the firm's management places it among the largest firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 24% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Fidelity Personal And Workplace Advisors provides 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 63, Certified Financial Planner

Years of Experience

16 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 16 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2015 - Present (5 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.

Financial Advisors at Fidelity Personal And Workplace Advisors

David Motola
Boston, MA
Saunie Darlington
Boston, MA
Jennifer Lake
Dallas, TX
Cole Bridges
Boston, MA
Andrew Meade
Boston, MA
Gabrielle D'Angelo
Farmington, MI
Sam Grosser
Miami, FL
Soojin Hwang
Portland, OR

This content was compiled from the SEC and FINRA.

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