Christopher
Herb

Fidelity Personal And Workplace Advisors

CRD#4600271
Investment Advisor
in Boston, MA
Are you Christopher Herb? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Christopher Herb is an advisor whose office is in Boston, Massachusetts. Currently a registered financial advisor at Fidelity Personal And Workplace Advisors, they have accrued 15 years of work experience in the financial advisory industry. Herb holds a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Herb is registered to serve investors in California and Texas. Throughout their career, they have worked at Foreside Fund Services, LLC, Fidelity Brokerage Services LLC, Strategic Advisers Inc, Wisdomtree Asset Management, Inc, Fidelity Personal And Workplace Advisors and Creative Planning. Fidelity Personal And Workplace Advisors is headquartered in Boston, Massachusetts, and has 25 locations in the nation. As a company, Fidelity Personal And Workplace Advisors oversees $345 billion in assets throughout 858,130 accounts and employs more than 6,485 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 68% of the investment firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. 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, fixed and other fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

15 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 Herb Work History

Christopher has 15 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2018 - 2018 (0 years)

Creative Planning

2018 - Present (1 years)

Fidelity Brokerage Services LLC

2014 - 2018 (4 years)

Foreside Fund Services, LLC

2014 - 2018 (4 years)

Wisdomtree Asset Management, Inc

2003 - 2014 (11 years)

Fidelity Brokerage Services LLC

2003 - 2014 (11 years)

Strategic Advisers Inc

Disclosures

Christopher Herb has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started