Christopher
Barnes

Fidelity Personal And Workplace Advisors

CRD#5790682
Investment Advisor
in Boston, MA
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About this Advisor

Christopher Barnes is a certified financial planner who works out of Boston, Massachusetts, with a total of 11 years of work experience. Barnes is on the advisory team at Fidelity Personal And Workplace Advisors. Over the course of their career, they have held roles at Tmc Provisions, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, New York University, Fidelity Personal And Workplace Advisors, Robert Kilroy, Northwestern Mutual Wealth Management Company and Fidelity Brokerage Services LLC. Barnes maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to serve investors in Connecticut and Texas. Fidelity Personal And Workplace Advisors is a company based out of Boston, Massachusetts. The firm has offices in 25 locations and a total of 6,485 employees. It controls $345 billion in total assets across its 858,130 client accounts, making it one of the largest firms in the nation 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 assets. The business offers 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. A financial advisor's fees largely are based on the services offered. Fee types billed by Fidelity Personal And Workplace Advisors most likely include any combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, 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

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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

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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 Barnes Work History

Christopher has 11 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2016 - 2016 (0 years)

Robert Kilroy

2016 - 2016 (0 years)

Northwestern Mutual Wealth Management Company

2016 - Present (3 years)

Fidelity Brokerage Services LLC

2014 - 2015 (1 years)

Northwestern Mutual Investment Services, LLC

2011 - 2016 (5 years)

Northwestern Mutual Investment Services, LLC

2010 - 2015 (5 years)

Northwestern Mutual Life Insurance Company

2008 - 2010 (2 years)

Tmc Provisions

2007 - 2010 (3 years)

New York University

Disclosures

Christopher Barnes has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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