Christopher
Lai

Fidelity Personal And Workplace Advisors

CRD#4995565
Investment Advisor
in Boston, MA
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About this Advisor

Christopher Lai is a certified financial planner based out of Boston, Massachusetts, who has been in the industry for 10 years. Lai works at Fidelity Personal And Workplace Advisors. During their career, Lai has held roles at Jpmorgan Chase Bank Na, Chase Investment Services Corp, Fidelity Investments, Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Fidelity Personal And Workplace Advisors and Fidelity Brokerage Services LLC. Lai holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Fidelity Personal And Workplace Advisors is an advisory firm based out of Boston, Massachusetts. The investment advisory business has offices in 25 locations and a total of 6,485 advisors. It has $345 billion in assets between its 858,130 accounts, making it one of the biggest firms in the country by assets under management. The firm serves seven charities and foundations. Of its 858,130 client 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 number 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. Financial advisory fee schedules vary depending on which services are offered. Fees charged by Fidelity Personal And Workplace Advisors likely include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 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

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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

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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 Lai Work History

Christopher has 10 years of experience.

2018 - Present (1 years)

Fidelity Personal And Workplace Advisors

2016 - Present (3 years)

Fidelity Brokerage Services LLC

2015 - 2016 (1 years)

Usaa Financial Advisors, Inc

2015 - 2016 (1 years)

Usaa Financial Planning Services

2011 - 2015 (4 years)

Fidelity Investments

2008 - 2011 (3 years)

Jpmorgan Chase Bank Na

2008 - 2011 (3 years)

Chase Investment Services Corp

Disclosures

Christopher Lai has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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