Christopher
Thomas

Fidelity Personal And Workplace Advisors

CRD#4449409
Investment Advisor
in Boston, MA

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About this Advisor

Christopher Thomas is a certified financial planner working out of Boston, Massachusetts, with 14 years in the industry. Thomas is an advisor for Fidelity Personal And Workplace Advisors. Throughout their career, Thomas has worked at Fidelity Personal And Workplace Advisors, Fidelity Brokerage Services LLC, Charles Schwab & Co., Inc, Charles Schwab Bank and Fidelity Brokerage Services Inc. Thomas has Series 63 and Series 66 licenses, designating them as a securities representative, and can operate in Maine and Texas. Fidelity Personal And Workplace Advisors is a financial advisory company operating in Boston, Massachusetts. The firm has offices in 25 locations and a total of 6,722 people on staff. It handles $338 billion in total assets among its 914,878 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises eight charitable organizations. Of its 914,878 customer accounts, 24% belong to high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm offers 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 vary depending on which services are offered. However, fees charged by Fidelity Personal And Workplace Advisors likely consist of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

15 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 Thomas Work History

Christopher has 15 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2013 - Present (7 years)

Fidelity Brokerage Services LLC

2012 - 2013 (1 year)

Charles Schwab & Co., Inc

2012 - 2013 (1 year)

Charles Schwab Bank

2005 - 2012 (7 years)

Fidelity Brokerage Services Inc

Disclosures

Christopher Thomas has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Christopher Han
Boston, MA
Anthony Antinori
Boston, MA
Gabrielle D'Angelo
Farmington, MI
Ryan Osterloh
Boston, MA
Earnest Jackson
Boston, MA
Josh Botana
Roanoke, TX
Kevin Toohey
Boston, MA
Samuel Taylor
Mc Lean, VA

This content was compiled from the SEC and FINRA.

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