Christopher
Collier

Fidelity Personal And Workplace Advisors

CRD#4769082
Investment Advisor
in Boston, MA
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About this Advisor

Christopher Collier is a certified financial planner based in Boston, Massachusetts, with a total of 14 years of professional experience. Collier is an employee of Fidelity Personal And Workplace Advisors. Collier has gained experience at Jpmorgan Distribution Services, Inc, Sunamerica Capital Services, Inc, J.P. Morgan Institutional Investments Inc, Jpmorgan Investment Management Inc, Fidelity Personal And Workplace Advisors, Chase Investment Services Corp, J.P. Morgan Securities LLC and Fidelity Investments. Collier has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to work in Oregon and Texas. Fidelity Personal And Workplace Advisors is a registered investment firm operating out of Boston, Massachusetts. The firm has offices in 25 locations and a total of 6,485 advisors. It controls $345 billion in assets between its 858,130 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves seven charitable organizations. Of its 858,130 customer accounts, 68% belong to high-net-worth individuals who have at least $1 million in investable assets. The business has a number of services, such as 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 fee schedules typically are based on which services the firm provides the client. However, fees billed by Fidelity Personal And Workplace Advisors most likely include any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, 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 Collier Work History

Christopher has 14 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2015 - Present (4 years)

Fidelity Investments

2012 - 2012 (< 1 year)

Chase Investment Services Corp

2012 - 2015 (3 years)

J.P. Morgan Securities LLC

2011 - 2012 (1 year)

J.P. Morgan Institutional Investments Inc

2011 - 2012 (1 year)

Jpmorgan Investment Management Inc

2009 - 2011 (2 years)

Jpmorgan Distribution Services, Inc

2004 - 2009 (5 years)

Sunamerica Capital Services, Inc

Disclosures

Christopher Collier has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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