Chrystin
Brackett

Fidelity Personal And Workplace Advisors

CRD#6222984
Investment Advisor
in Glen Allen, VA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Chrystin Brackett is a financial advisor based in Glen Allen, Virginia, working with Fidelity Personal And Workplace Advisors. Chrystin has previously held positions at Suntrust Investment Services, Inc, Suntrust Bank, Metlife Securities, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, and Fidelity Investments. Chrystin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, Chrystin is part of Fidelity Personal And Workplace Advisors, which operates out of Glen Allen, Virginia. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

11114 West Broad St
Glen Allen, VA 23060

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

$818,776,100,963

VA Average: $16,012,751,954
Total Number of Employees

15,424

VA Average: 118
Total Number of Accounts

1,991,043

VA Average: 4,567
Average Account Size

$411,230

VA Average: $3,506,186

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

Chrystin Brackett Work History

2020 - Present (4 years)

Fidelity Investments

2016 - 2020 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2020 (4 years)

Bank Of America, N.A

2014 - 2014 (< 1 year)

Suntrust Investment Services, Inc

2014 - 2016 (2 years)

Metlife Securities

2013 - 2014 (1 year)

Suntrust Investment Services, Inc

2011 - 2014 (3 years)

Suntrust Bank

Disclosures

Please visit the SEC profile of Chrystin Brackett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fidelity Personal And Workplace Advisors

Zackary Petray
San Francisco, CA
Aaron Slotnick
Jacksonville, FL
Adolph Wedderburn
Merrimack, NH
Kane Roberts
Jacksonville, FL
Kassandra Marin
Merrimack, NH
Gabriel Johnson
Everett, WA
Sophia Shirvanian
Woodland Hills, CA
Justin Dehn
Spring, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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

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