Christopher
Hodge

Fidelity Personal And Workplace Advisors

CRD#4207217
Investment Advisor
in Boston, MA
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About this Advisor

Christopher Hodge is a certified financial planner operating out of Boston, Massachusetts, who has been in the financial industry for 18 years. Hodge works at Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Fidelity Brokerage Svcs Inc and Fidelity Personal And Workplace Advisors. Hodge holds Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to serve investors in New Jersey. Fidelity Personal And Workplace Advisors is an advisory firm based out of Boston, Massachusetts. It has offices in 25 locations and a total of 6,485 advisors. It controls $345 billion in total assets among its 858,130 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to seven charities and foundations. Of its 858,130 client accounts, 68% belong to high-net-worth clients who have at least $1 million in assets. The business provides a number of services, including 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 for financial advisory services are based on which service is provided. However, fees billed by Fidelity Personal And Workplace Advisors may include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

18 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 Hodge Work History

Christopher has 18 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2000 - Present (19 years)

Fidelity Brokerage Svcs Inc

Disclosures

Christopher Hodge has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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