Fidelity Institutional Wealth Adviser LLC
Fidelity Institutional Wealth Adviser LLC (CRD# 301896) is a financial advisory firm headquartered in Boston, MA. They manage $2,624,456,349 in 210 accounts and serve the financial needs of clients across 53 states (or territories).
-
Total Assets Under Management2,624MILLION
-
Total Number of Accounts210ACCOUNTS
-
Average Account Value$12,497,411
- 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
Nils Bierkamp (CRD# 6581893) is an Investment Advisor Representative working at Fidelity Institutional Wealth Adviser LLC in Smithfield, RI and has over 3 years of experience in the finance industry.
Jeffrey Bonafe (CRD# 5037873) is an Investment Advisor Representative working at Fidelity Institutional Wealth Adviser LLC in Boston, MA and has over 17 years of experience in the finance industry.
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.
Dana Holmes (CRD# 2842822) is an Investment Advisor Representative working at Fidelity Institutional Wealth Adviser LLC in Smithfield, RI and has over 27 years of experience in the finance industry.
Allison Staab (CRD# 5671813) is an Investment Advisor Representative working at Fidelity Institutional Wealth Adviser LLC in Boston, MA and has over 12 years of experience in the finance industry.
Robert Vines (CRD# 2817704) is an Investment Advisor Representative working at Fidelity Institutional Wealth Adviser LLC in Boston, MA and has over 27 years of experience in the finance industry.
Manuela Arango Coty (CRD# 7767483) is an Investment Advisor Representative working at Fidelity Institutional Wealth Adviser LLC in Smithfield, RI and has 1 year of experience in the finance industry.
Nathaniel Chang (CRD# 5297466) is an Investment Advisor Representative working at Fidelity Institutional Wealth Adviser LLC in Norwalk, CA and has over 9 years of experience in the finance industry.
Megan Dispirito (CRD# 5487397) is an Investment Advisor Representative working at Fidelity Institutional Wealth Adviser LLC in Boston, MA and has over 3 years of experience in the finance industry.
Michael Farrell (CRD# 5201655) is an Investment Advisor Representative working at Fidelity Institutional Wealth Adviser LLC in East Longmeadow, MA and has over 5 years of experience in the finance industry.