Charles Collier is a CFA-designated registered investment advisor, based in Boston, MA, with 10 years of industry experience.
Location
245 Summer Street, Boston, MA, 02210-1129
Get directionsHistory
Regulatory History
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.
Learn about disclosures →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 LLC
Fidelity Brokerage Services LLCBroker
Fidelity Institutional Wealth Adviser LLC
Previous Registrations
Fidelity Distributors Company LLCBroker
Morgan Stanley
Morgan StanleyBroker
Wellesley Investment Partners, LLC
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.