Christopher
Spango

Fidelity Personal And Workplace Advisors

CRD#2893093
Investment Advisor
in Boston, MA
Are you Christopher Spango? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Christopher Spango is a certified financial planner operating in Boston, Massachusetts, who has 11 years of work experience. Spango is an employee of Fidelity Personal And Workplace Advisors. Throughout their career, Spango has worked at Morgan Stanley & Co., Incorpo, Morgan Stanley Smith Barney, Hsbc Securities (Usa) Inc, Fidelity Personal And Workplace Advisors, Jp Morgan Securities LLC and Fidelity Brokerage Services LLC. Spango has Series 63 and Series 66 licenses, certifying them as a securities broker, and can advise clients in New Jersey and Texas. Fidelity Personal And Workplace Advisors is a firm that has its headquarters in Boston, Massachusetts. It has offices in 25 locations and a total of 6,485 people on staff. It has $345 billion in total assets across its 858,130 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to seven charitable organizations. Of its 858,130 customer accounts, 68% are associated with high-net-worth individuals who have at least $1 million in assets. The firm offers 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 management largely depend on the services offered. Fees charged by Fidelity Personal And Workplace Advisors likely consist of some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 Spango Work History

Christopher has 11 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2015 - Present (4 years)

Fidelity Brokerage Services LLC

2013 - 2015 (2 years)

Jp Morgan Securities LLC

2012 - 2013 (1 year)

Hsbc Securities (Usa) Inc

2009 - 2012 (3 years)

Morgan Stanley Smith Barney

2007 - 2009 (2 years)

Morgan Stanley & Co., Incorpo

Disclosures

Christopher Spango has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started