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CL

Christopher G. Lore

FIDELITY BROKERAGE SERVICES LLC
Merrimack, NH 03054
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CRD#: 1443367
CL

Professional summary


Christopher G Lore, who also goes by Christopher Gerald Lore, is a registered financial professional currently at FIDELITY BROKERAGE SERVICES LLC located in Merrimack, New Hampshire.

Christopher is registered as a RR (Registered Representative) and started their career in finance in 1985. Christopher has worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Christopher Gerald Lore

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Christopher G Lore's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 27, 2006 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: Two Contra Way, Merrimack, NH 03054
BD
CRD#: 7784
Merrimack, NH
Past

February 20, 2007 - May 22, 2013

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
MERRIMACK, NH
Past

November 8, 2004 - July 21, 2005

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
SYRACUSE, NY
Past

October 20, 2004 - November 9, 2004

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
CHARLOTTE, NC
Past

October 20, 2004 - November 9, 2004

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

August 27, 2004 - October 20, 2004

QUICK & REILLY, INC.

RIA
CRD#: 11217
SYRACUSE, NY
Past

December 9, 2003 - October 20, 2004

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY
Past

October 7, 1998 - December 8, 2003

M&T SECURITIES, INC.

BD
CRD#: 17358
BALTIMORE, MD
Past

August 20, 1993 - September 18, 1998

HSBC BROKERAGE (USA) INC.

BD
CRD#: 6956
NEW YORK, NY
Past

April 15, 1987 - November 9, 1987

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Past

January 2, 1987 - March 2, 1987

J. W. GANT & ASSOCIATES, INC.

BD
CRD#: 7963
Past

November 3, 1986 - January 2, 1987

MICHELIN AND COMPANY, INC.

BD
CRD#: 14447
Past

September 25, 1986 - February 18, 1987

KUREEN & COOPER, INC.

BD
CRD#: 2488
Past

December 23, 1985 - October 2, 1986

AMERICAN HERITAGE SECURITIES CORPORATION

BD
CRD#: 16130

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(6/27/2006)
RR
Alaska
(6/27/2006)
RR
Arizona
(6/27/2006)
RR
Arkansas
(6/27/2006)
RR
California
(6/27/2006)
RR
Colorado
(6/27/2006)
RR
Connecticut
(6/27/2006)
RR
Delaware
(6/27/2006)
RR
District of Columbia
(6/27/2006)
RR
Florida
(6/27/2006)
RR
Georgia
(6/27/2006)
RR
Hawaii
(6/27/2006)
RR
Idaho
(6/27/2006)
RR
Illinois
(6/27/2006)
RR
Indiana
(6/27/2006)
RR
Iowa
(6/27/2006)
RR
Kansas
(6/27/2006)
RR
Kentucky
(6/27/2006)
RR
Louisiana
(6/27/2006)
RR
Maine
(6/27/2006)
RR
Maryland
(6/27/2006)
RR
Massachusetts
(6/27/2006)
RR
Michigan
(6/27/2006)
RR
Minnesota
(6/27/2006)
RR
Mississippi
(6/27/2006)
RR
Missouri
(6/27/2006)
RR
Montana
(6/27/2006)
RR
Nebraska
(6/27/2006)
RR
Nevada
(6/27/2006)
RR
New Hampshire
(6/27/2006)
RR
New Jersey
(6/27/2006)
RR
New Mexico
(6/27/2006)
RR
New York
(6/27/2006)
RR
North Carolina
(6/28/2006)
RR
North Dakota
(10/8/2012)
RR
Ohio
(6/27/2006)
RR
Oklahoma
(6/27/2006)
RR
Oregon
(6/27/2006)
RR
Pennsylvania
(6/27/2006)
RR
Puerto Rico
(10/17/2012)
RR
Rhode Island
(6/27/2006)
RR
South Carolina
(6/27/2006)
RR
South Dakota
(10/8/2012)
RR
Tennessee
(10/8/2012)
RR
Texas
(6/27/2006)
RR
Utah
(6/27/2006)
RR
Vermont
(6/27/2006)
RR
Virgin Islands
(10/11/2012)
RR
Virginia
(6/27/2006)
RR
Washington
(6/27/2006)
RR
West Virginia
(6/27/2006)
RR
Wisconsin
(6/27/2006)
RR
Wyoming
(6/27/2006)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/26/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange

Current Firm


FB
FIDELITY BROKERAGE SERVICES LLC
FIDELITY BROKERAGE SERVICES LLC | FIDELITY BROKERAGE SERVICES, LLC | FIDELITY BROKERAGE SERVICES, INC.

CRD#: 7784 / SEC#: , 8-23292

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
900 Salem Street, Smithfield, RI 02917
Mailing Address
Two Destiny Way Mail Zone: Wg3d, Westlake, TX 76262
Phone number
(617) 563-7000
Established
Delaware since 06/08/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
FIDELITY GLOBAL BROKERAGE GROUP, INC.MEMBER
BRANDNER, CLINT RYANCHIEF OPERATIONS OFFICER7209362
CENATIEMPO, PHILIP JHEAD OF STRATEGY, PLANNING & ADVICE4809405
DYER, JANET MARIECO - CHIEF COMPLIANCE OFFICER3186352
MAHNA, ROHITHEAD OF CLIENT GROWTH4078386
MASCIALINO, ROBERT RAYMONDPRESIDENT/CEO/DIRECTOR2078086
MCLAUGHLIN, KEVIN MICHAELCHIEF FINANCIAL OFFICER5392417
MERKEN, GAIL RACHELCHIEF COMPLIANCE OFFICER5546717
PETERSON, PAUL DAVIDHEAD OF INVESTMENT ADVISOR GROUP2387115
STURDY, CHARLES HANCOCKSECRETARY AND GENERAL COUNSEL

Disclosures


Regulatory Event23
Arbitration124

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784Merrimack, NH 03054

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