Christopher
Larkin

Fidelity Personal And Workplace Advisors

CRD#2436068
Investment Advisor
in Shrewsbury, MA

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About this Advisor

Christopher Larkin is a financial advisor working in Shrewsbury, Massachusetts with 2 years of relevant experience. Larkin is currently employed by Fidelity Personal And Workplace Advisors. Larkin has gained experience at Fidelity Investments and Fidelity Brokerage Services LLC. Larkin has Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to operate in Massachusetts. Fidelity Personal And Workplace Advisors is an advisory company that has its headquarters in Boston, MA. It has offices in 3,093 locations and a total of 13,507 advisors. It oversees $653 billion in total assets across its 1,712,247 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to 11 charitable organizations. Of its 1,712,247 accounts, 31% are associated with high-net-worth clients who have at least $1 million in assets. Fidelity Personal And Workplace Advisors has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors largely vary depending on the type of services. Fee types billed by Fidelity Personal And Workplace Advisors most likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

551 Boston Turnpike Suite 40
Shrewsbury, MA 01545

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

MA Average: $16,012,751,954
Total Number of Employees

13,507

MA Average: 118
Total Number of Accounts

1,712,247

MA Average: 4,567
Average Account Size

$381,106

MA Average: $3,506,186

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

Christopher Larkin Work History

Christopher has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Fidelity Investments

2008 - 2020 (12 years)

Fidelity Brokerage Services LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher Larkin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fidelity Personal And Workplace Advisors

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Greenbrae, CA
Larysa Smykovskaya
Palo Alto, CA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Randall Rogers
Smithfield, RI
Michael Gefen
Fairfield, CT
Andrew Draluck
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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