Charles Collier (CRD# 6512899) is an Investment Advisor Representative working at Fidelity Institutional Wealth Adviser LLC in Smithfield, RI and has over 8 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Smithfield, RI | Feb 2018 - Current | 6 |
| Morgan Stanley Smith Barney LLC | Waltham, MA | Mar 2016 - Feb 2018 | 1 |
| Morgan Stanley Smith Barney LLC | Waltham, MA | Nov 2015 - Mar 2016 | < 1 |
| Wellesley Investment Partners, LLC | Wellesley, MA | May 2015 - Oct 2015 | < 1 |
| Northern Pines Capital | Boston, MA | Dec 2013 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- MA
- RI
- TX
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Total Assets Under Management3,931MILLIONS
-
Total Number of Accounts423ACCOUNTS
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Average Account Value$9,293,851
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Other
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, VI, VT, WA, WI, WV, WY
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