Christopher
Herman

Fidelity Personal And Workplace Advisors

CRD#5818023
Investment Advisor
in Boston, MA
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About this Advisor

Christopher Herman is a certified financial planner working out of Boston, Massachusetts, with 11 years of financial industry experience. Herman currently works for Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Herman Woodcrafting Inc, Suncoast Schools Federal Credit Union, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Herman holds a Series 63 license, certifying them as a securities representative, and can work in Florida and Texas. Fidelity Personal And Workplace Advisors is a financial advisory business based out of Boston, Massachusetts. It 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 biggest investment advisory firms in the United States by assets under management. The firm serves seven charities and foundations. Of its 858,130 accounts, 68% are associated with high-net-worth individuals who have more than $1 million in investable assets. Fidelity Personal And Workplace Advisors has a broad range 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. A financial advisor's fees vary depending on which service is provided. However, fee types billed by Fidelity Personal And Workplace Advisors most likely include some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, 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

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 Herman Work History

Christopher has 11 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2010 - Present (9 years)

Fidelity Brokerage Services LLC

2009 - 2010 (1 year)

Suncoast Schools Federal Credit Union

2007 - 2009 (2 years)

Herman Woodcrafting Inc

Disclosures

Christopher Herman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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