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 located in Boston, Massachusetts. Currently a registered financial advisor at Fidelity Personal And Workplace Advisors, they have gathered a notable 21 years of professional experience as a financial advisor. Dimarco holds Series 63 and Series 66 licenses, designating the advisor as a securities agent. Dimarco is able to work with customers based out of Texas. Throughout their career, Dimarco has worked at Fidelity Brokerage Services, Inc and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is headquartered in Boston, Massachusetts, and operates out of 25 additional offices in the nation. Overall, Fidelity Personal And Workplace Advisors manages $338 billion in assets across 914,878 accounts and employs more than 6,722 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 24% of the firm's investors are high-net-worth individuals, meaning they have greater 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's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

22 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 22 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

1998 - Present (22 years)

Fidelity Brokerage Services, Inc

Disclosures

Christopher Dimarco has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Victor Price
Boston, MA
Cornel Catrina
Boston, MA
Andrew Kazanowski
Boston, MA
Lauren Campbell
Houston, TX
Jeffrey Sherman
Jacksonville, FL
Andrew Meade
Boston, MA
Justin Kreitel
Boston, MA
Saunie Darlington
Boston, MA

This content was compiled from the SEC and FINRA.

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