Christopher
Shingler

Fidelity Personal And Workplace Advisors

CRD#4712152
Investment Advisor
in Boston, MA
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About this Advisor

Christopher Shingler is a certified financial planner based in Boston, Massachusetts, who has 11 years of professional experience. Shingler currently works for Fidelity Personal And Workplace Advisors. The advisor has gained experience at Hsbc, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Shingler maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Fidelity Personal And Workplace Advisors is a registered investment firm that has its headquarters in Boston, Massachusetts. The investment advisory business has offices in 25 locations and a total of 6,485 employees. It handles $345 billion in assets among its 858,130 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to seven charitable organizations. Of its 858,130 customer accounts, 68% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm provides 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. A financial advisor's fees largely vary depending on the financial services offered. Fees billed by Fidelity Personal And Workplace Advisors most likely include some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 66, 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 Shingler 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

2007 - 2010 (3 years)

Hsbc

Disclosures

Christopher Shingler has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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