Christopher
Thomas

Fidelity Personal And Workplace Advisors

CRD#4449409
Investment Advisor
in Boston, MA
Are you Christopher Thomas? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Christopher Thomas is a certified financial planner who lives in Boston, Massachusetts. Currently a registered investment advisor with Fidelity Personal And Workplace Advisors, Thomas has 13 years of practice as a registered investment advisor. Thomas holds Series 63 and Series 66 licenses, certifying the advisor as a securities broker. Thomas can work with customers in Maine and Texas. During their career, Thomas has held roles at Fidelity Brokerage Services Inc, Charles Schwab & Co., Inc, Charles Schwab Bank, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is located in Boston, Massachusetts, and has 25 other brick-and-mortar locations across the country. As a registered advisory firm, Fidelity Personal And Workplace Advisors oversees $345 billion in assets dispersed across 858,130 accounts and employs more than 6,485 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 68% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Fidelity Personal And Workplace Advisors can provide 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 may charge clients asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

13 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 Thomas Work History

Christopher has 13 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2013 - Present (6 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.

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