Colin
Gallagher

Fidelity Personal And Workplace Advisors

CRD#5718612
Investment Advisor
in Boston, MA

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About this Advisor

Colin Gallagher is a certified financial planner operating out of Boston, Massachusetts, with 10 years of professional experience. Gallagher currently works for Fidelity Personal And Workplace Advisors. During their career, Gallagher has held roles at Morgan Stanley Smith Barney, Fidelity Investments and Fidelity Personal And Workplace Advisors. Gallagher has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Massachusetts, Michigan, New Hampshire and Texas. Fidelity Personal And Workplace Advisors is a financial advisory business that has its headquarters in Boston, Massachusetts. The investment advisory business has offices in 25 locations and a total of 6,722 advisors. It has $338 billion in total assets among its 914,878 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises eight charitable organizations. Of its 914,878 client accounts, 24% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The company 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. A financial advisor's fee schedules depend on which service is offered. Fees billed by Fidelity Personal And Workplace Advisors likely are comprised of some blend of asset-based and fixed 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

Colin Gallagher Work History

Colin has 11 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2013 - Present (7 years)

Fidelity Investments

2009 - 2013 (4 years)

Morgan Stanley Smith Barney

Disclosures

Colin Gallagher has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Shannon Kelly
Boston, MA
Samuel Taylor
Mc Lean, VA
Lauren Campbell
Houston, TX
Melissa Christensen
Boston, MA
Justin Syers
Boston, MA
David Motola
Boston, MA
Austin Johnson
Boston, MA
Kevin White
Scarsdale, NY

This content was compiled from the SEC and FINRA.

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