Colin
Gallagher

Fidelity Personal And Workplace Advisors

CRD#5718612
Investment Advisor
in Boston, MA
Are you Colin Gallagher? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Colin Gallagher is a certified financial planner operating in Boston, Massachusetts, who has been in the advisory business for 18 years. Gallagher is an employee of Fidelity Personal And Workplace Advisors. The advisor has gained experience at Cj'S/T-Bones Restaurant, Morgan Stanley Smith Barney, Crowe Horwath Llp, Fidelity Investments and Fidelity Personal And Workplace Advisors. Gallagher has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Massachusetts, New Hampshire, Texas and Michigan. Fidelity Personal And Workplace Advisors is an advisory firm based in Boston, Massachusetts. It has offices in 25 locations and a total of 6,485 people on staff. It administers $345 billion in assets under management across its 858,130 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves seven charities and foundations. Of its 858,130 customer accounts, 68% belong to high-net-worth clients who have more than $1 million in assets. The company provides 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 charged by financial advisors usually are based on the financial services. However, fees charged by Fidelity Personal And Workplace Advisors most likely are comprised of asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

18 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

Colin Gallagher Work History

Colin has 18 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2013 - Present (6 years)

Fidelity Investments

2009 - 2013 (4 years)

Morgan Stanley Smith Barney

2007 - 2009 (2 years)

Crowe Horwath Llp

2000 - 2009 (9 years)

Cj'S/T-Bones Restaurant

Disclosures

Colin Gallagher 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