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Christopher Lee Hutchinson

Fidelity Personal AND Workplace Advisors

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About Christopher Lee Hutchinson

Christopher Hutchinson is a financial advisor with over 28 years of experience in the financial services industry. Christopher has been registered with Fidelity Brokerage Services LLC since 2011 and previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., TD Ameritrade, Inc., Citigroup Global Markets Inc., and Goldman, Sachs & Co. Christopher holds a variety of licenses and certifications, including Series 3, 4, 7, 8, 9, 10, 63, and 66. He is a registered investment advisor in the state of Utah. Christopher specializes in providing financial advice to individuals and families, as well as businesses and organizations. He offers a wide range of services, including financial planning, investment management, and retirement planning.

Firm Information

Christopher Hutchinson is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal and Workplace Advisors is a large investment advisory firm based in Boston, MA. The firm manages over $818 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. They offer a variety of investment services, including financial planning, portfolio management, and educational seminars. Fidelity Personal and Workplace Advisors is registered with the Securities and Exchange Commission (SEC) and has a strong track record of providing comprehensive and personalized investment advice.
Fidelity Personal AND Workplace Advisors

245 SUMMER STREET, V2A

BOSTON, MA 02210

$818.78B

Assets Under Management

13,624

Total Clients

14,642

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Hutchinson’s Registration & Firm History

MA

07/13/2018 - Present

Fidelity Personal AND Workplace Advisors (BOSTON MA)

TN

04/28/2010 - 10/12/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRANKLIN TN)

TN

02/22/2007 - 05/07/2010

UBS FINANCIAL SERVICES INC. (FRANKLIN TN)

UT

06/14/2005 - 03/12/2007

TD AMERITRADE, INC. (SALT LAKE CITY UT)

NY

02/19/2002 - 06/20/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

08/25/2000 - 12/03/2001

GOLDMAN, SACHS & CO. (NEW YORK NY)

RI

04/12/1994 - 08/16/2000

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

BOTH

Issued 12/6/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/17/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 1/2/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 1/2/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 7/15/1998

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 11/6/1995

Series 4 - Registered Options Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/2003

Series 3 - National Commodity Futures Examination

BC

Issued 4/11/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There is public disclosure for Christopher Lee Hutchinson. Review regulatory record here.
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