Christopher
Cierski

Fidelity Personal And Workplace Advisors

CRD#2834772
Investment Advisor
in Boston, MA
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About this Advisor

Christopher Cierski is a certified financial planner based in Boston, Massachusetts, who has been in the industry for 11 years. Cierski is currently employed by Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Fidelity Personal And Workplace Advisors, Mbsc Securities Corporation and Fidelity Brokerage Services LLC. Cierski holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in New Jersey and Texas. Fidelity Personal And Workplace Advisors is a registered investment firm operating out of Boston, Massachusetts. The company has offices in 25 locations and a total of 6,485 people on staff. It oversees $345 billion in assets between its 858,130 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves seven charitable organizations. Of its 858,130 client accounts, 68% are associated with high-net-worth investors 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. Fees for financial advice usually are based on which services the firm provides the client. Fees charged by Fidelity Personal And Workplace Advisors most likely consist of any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, 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

Yes

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 Cierski Work History

Christopher has 11 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2017 - Present (2 years)

Fidelity Brokerage Services LLC

2007 - 2017 (10 years)

Mbsc Securities Corporation

Disclosures

Christopher Cierski has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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