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CHARLES COLLIER
CHARLES WHITNEY COLLIER JR., CHARLES WHITNEY COLLIER, WHIT COLLIER
CRD#: 6512899
IA
B
FIDELITY INSTITUTIONAL WEALTH ADVISER LLCCRD#: 301896 WELLESLEY, MA
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 245 SUMMER STREET
BOSTON, MA 02210
BOSTON, MA 02210
0
Disclosures
9
Years of Experience
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State Registrations
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Alabama 1/9/2025
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Nebraska 1/9/2025
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Alaska 1/9/2025
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Nevada 1/9/2025
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Arizona 1/9/2025
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New Hampshire 1/9/2025
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Arkansas 1/9/2025
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New Jersey 1/9/2025
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California 1/9/2025
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New Mexico 1/9/2025
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Colorado 1/9/2025
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New York 1/9/2025
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Connecticut 1/9/2025
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North Carolina 1/9/2025
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Delaware 1/9/2025
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North Dakota 1/9/2025
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District of Columbia 1/9/2025
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Ohio 1/9/2025
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Florida 1/9/2025
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Oklahoma 1/9/2025
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Georgia 1/9/2025
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Oregon 1/9/2025
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Hawaii 1/9/2025
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Pennsylvania 1/9/2025
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Idaho 1/9/2025
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Puerto Rico 1/9/2025
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Illinois 1/9/2025
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Rhode Island 9/10/2020
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Indiana 1/9/2025
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Rhode Island 7/17/2024
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Iowa 1/9/2025
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South Carolina 1/9/2025
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Kansas 1/9/2025
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South Dakota 1/9/2025
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Kentucky 1/9/2025
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Tennessee 1/9/2025
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Louisiana 1/9/2025
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Texas 9/10/2020
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Maine 1/9/2025
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Texas 7/17/2024
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Maryland 1/9/2025
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Utah 1/9/2025
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Massachusetts 10/6/2020
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Vermont 1/9/2025
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Massachusetts 7/17/2024
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Virgin Islands 1/9/2025
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Michigan 1/9/2025
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Virginia 1/9/2025
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Minnesota 1/9/2025
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Washington 1/9/2025
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Mississippi 1/9/2025
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West Virginia 1/9/2025
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Missouri 1/9/2025
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Wisconsin 1/9/2025
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Montana 1/9/2025
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Wyoming 1/9/2025
SRO Registrations
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Registered with this firm since 7/17/2024
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Registered with this firm since 9/10/2020
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 02/28/2018 - 06/17/2024 | BOSTON, MA | |
IA | 02/22/2016 - 02/05/2018 | WALTHAM, MA | |
B | 12/11/2015 - 02/05/2018 | WALTHAM, MA | |
IA | 06/24/2015 - 10/12/2015 | WELLESLEY, MA |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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