CC
CFA
CC
CFA

Charles Collier

10 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
52,688 clients
Average Client Portfolio
$123K average
Assets Under Management
$6.5B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
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Location

245 Summer Street, Boston, MA, 02210-1129

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Charles is an investment committee member for Mother Caroline Academy, dedicating minimal time. He also serves as an auxiliary coach at Harvard Business School, spending a few hours per week helping MBA students.

Employment History
Current Registrations
Fidelity Brokerage Services LLCBroker
July 2024 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLC
July 2024 - Present · 1 yr 7 mos
Fidelity Institutional Wealth Adviser LLC
September 2020 - Present · 5 yrs 5 mos
Previous Registrations
Fidelity Distributors Company LLCBroker
February 2018 - June 2024 · 6 yrs 4 mos
Morgan Stanley
February 2016 - February 2018 · 2 yrs
Morgan StanleyBroker
December 2015 - February 2018 · 2 yrs 2 mos
Wellesley Investment Partners, LLC
June 2015 - October 2015 · 4 mos
State Registrations53 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.