Unclaimed Profile

Christopher Andrew Mcdermott

FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC·BOSTON, Massachusetts

SIE, Series 7, Series 9, Series 10, Series 63, Series 65, Series 99TOClean record29 years registeredFIDELITY PERSONAL AND WORKPLACE ADVISORS LLC

245 SUMMER STREET, V2A, BOSTON, MA 02210CRD# 2680861Firm CRD# 288590

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher Andrew Mcdermott · BOSTON, MA

Registration

CRD #2680861 · FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Jul 2018 – Sep 2024

BOSTON, MA

FIDELITY PERSONAL TRUST COMPANY, FSB

Apr 2001 – Mar 2007

BOSTON, MA

STRATEGIC ADVISERS LLC

Jul 1997 – Jul 2018

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 65

Series 99TO

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC

CRD 288590 · SEC 801-112027

AUM

$818.8B

Regulatory assets under management

Employees

15,424

1,991,043 client accounts

Services offered by FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Christopher Andrew Mcdermott offer?

Christopher Andrew Mcdermott specializes in Financial Planning, Investment Management, Wealth Management.

What are Christopher Andrew Mcdermott's credentials?

Christopher Andrew Mcdermott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher Andrew Mcdermott located?

Christopher Andrew Mcdermott is based in BOSTON, Massachusetts, last registered with FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC.

How does Christopher Andrew Mcdermott charge for services?

Christopher Andrew Mcdermott's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC?

FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC has approximately 15424 employees and manages $818.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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