Christoph Chavez, financial advisor Torrance CA

Christoph Chavez

CRD Number: 5971533
Current Firm: Fidelity Personal And Workplace Advisors

Christoph Chavez (CRD# 5971533) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Torrance, CA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Torrance, CA Aug 2021 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Van Nuys, CA Feb 2016 - Aug 2021 5
Bank Of America, N.a. Van Nuys, CA Feb 2016 - Aug 2021 5
Metlife Securities Inc. City Of Industry, CA Aug 2011 - Feb 2016 4
In N Out Irvine, CA Jun 2001 - Oct 2015 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Christoph A. Chavez
Phone Number: 617-563-7000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
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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