Christopher
Dimarco

Fidelity Personal And Workplace Advisors

CRD#1532740
Investment Advisor
in Boston, MA
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About this Advisor

Christopher Dimarco is a certified financial planner who works out of Boston, Massachusetts, with 20 years of financial industry experience. Dimarco is an employee of Fidelity Personal And Workplace Advisors. The advisor has gained experience at Fidelity Brokerage Services, Inc and Fidelity Personal And Workplace Advisors. Dimarco holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to advise clients in Texas. Fidelity Personal And Workplace Advisors is a registered investment firm based in Boston, Massachusetts. The investment advisory business has offices in 25 locations and a total of 6,485 advisors. It administers $345 billion in assets among its 858,130 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves seven charities and foundations. Of its 858,130 accounts, 68% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company performs a wide set 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. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fees billed by Fidelity Personal And Workplace Advisors most likely include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

20 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

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

$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 Dimarco Work History

Christopher has 20 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

1998 - Present (21 years)

Fidelity Brokerage Services, Inc

Disclosures

Christopher Dimarco has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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