Chloe Brown, financial advisor Burlington MA

Chloe Brown

CRD Number: 6991111
Current Firm: Fidelity Personal And Workplace Advisors

Chloe Brown (CRD# 6991111) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Burlington, MA and has over 5 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Fidelity Brokerage Services, LLC Burlington, MA Jul 2018 - Current 6
Bucknell University Lewisburg, PA Sep 2016 - May 2018 1
Bucknell University Lewisburg, PA Aug 2014 - May 2018 3
Veritude Boston, MA May 2017 - Jul 2017 < 1
Veritude Smithfield, RI May 2016 - Jul 2016 < 1
Camp Eagle Feather Rocky Hill, CT Jun 2013 - Aug 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2019
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for Chloe C. Brown
Phone Number: 617-563-7000
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    818,776
    MILLIONS
  • Total Number of Accounts
    1,991,043
    ACCOUNTS
  • Average Account Value
    $411,230
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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