Christopher R Herb

Current Employers

Employment History

• 10/2014 → 01/2018
  Wisdomtree Asset Management, Inc.
  New York, NY
• 12/2014 → 01/2018
  Foreside Fund Services, Llc
  Pasadena, CA
• 01/2018 → 03/2018
  Creative Planning
  Pasadena, CA
• 03/2018 → Present
  Fidelity Brokerage Services Llc
  Pasadena, CA
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Pasadena, CA
• 2018-04-20 → 2018-07-13
  Strategic Advisers Llc
  Burbank, CA
• 2018-01-22 → 2018-03-19
  Creative Planning
  Pasadena, CA
  Overland Park, KS
• 2003-10-10 → 2014-09-23
  Strategic Advisers Llc
  Pasadena, CA
• 2003-01-06 → 2003-07-18
  Equitable Advisors, Llc
  Woodland Hills, CA

Other Businesses

OBA-13424|OrgNmn:Self Employed|Org Addr:Pasadena,California,US|OBA Nature:Consulting|Invst Rel:N|Title:Consultant|Duties:#NAME?|StrtDt:08-29-19|TotHrs/mon:10|TrdHrs/mon:0|OBA-109994|OrgNmn:LA Surf La Canada/Pasadena|Org Addr:Pasadena,California,US|OBA Nature:Soccer Team|Invst Rel:N|Title:Manager|Duties:Schedule Games, Pay for and receive reimbursement for tounrament costs via zelle/venmo|StrtDt:06-04-24|TotHrs/mon:2|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2002-12-19

Designations

Other Names

• Christopher Herb
• Christopher R. Herb
• Christopher R Herb
• Christopher Rory Herb