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 in Boston, Massachusetts. Currently an investment advisor at Fidelity Personal And Workplace Advisors, Lai has 11 years of experience in the financial advisory industry. Lai maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Lai is able to operate in Texas. Over the course of their career, they have held roles at Chase Investment Services Corp, Jpmorgan Chase Bank Na, Fidelity Investments, Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is located in Boston, Massachusetts, and operates out of 25 locations throughout the nation. As a company, Fidelity Personal And Workplace Advisors oversees $338 billion in assets across 914,878 client accounts and retains more than 6,722 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 24% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Fidelity Personal And Workplace Advisors offers 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 65, Certified Financial Planner

Years of Experience

12 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 Lai Work History

Christopher has 12 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2016 - Present (4 years)

Fidelity Brokerage Services LLC

2015 - 2016 (1 year)

Usaa Financial Advisors, Inc

2015 - 2016 (1 year)

Usaa Financial Planning Services

2011 - 2015 (4 years)

Fidelity Investments

2008 - 2011 (3 years)

Chase Investment Services Corp

2008 - 2011 (3 years)

Jpmorgan Chase Bank Na

Disclosures

Christopher Lai has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Kara Hohnecker
Boston, MA
Tobe Mccann
Boston, MA
Eric Callahan
Boston, MA
Lauren Campbell
Houston, TX
Michael Verroi
Boston, MA
Austin Johnson
Boston, MA
James Gignac
Boston, MA
Gabrielle D'Angelo
Farmington, MI

This content was compiled from the SEC and FINRA.

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