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).

By the Numbers
  • Total Assets Under Management
    2,624
    MILLION
  • Total Number of Accounts
    210
    ACCOUNTS
  • Average Account Value
    $12,497,411
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Fidelity Institutional Wealth Adviser LLC
Showing 1 - 10 of 22 top financial advisors.
1
Nils O. Bierkamp
CRD#: 6581893
500 Salem Street, Smithfield, RI 02917

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.

2
Jeffrey Bonafe
CRD#: 5037873
245 Summer Street, Boston, MA 02210

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.

3
Charles W. Collier
CRD#: 6512899
500 Salem Street, Smithfield, RI 02917

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.

4
Dana Holmes
CRD#: 2842822
500 Salem Street, Smithfield, RI 02917

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.

5
Allison Staab
CRD#: 5671813
245 Summer Street, Boston, MA 02210

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.

6
Robert Vines
CRD#: 2817704
200 Seaport Boulevard, Boston, MA 02210

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.

7
Manuela Arango Coty
CRD#: 7767483
500 Salem Street, Smithfield, RI 02917

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.

8
Nathaniel Chang
CRD#: 5297466
Norwalk, CA

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.

9
Megan Dispirito
CRD#: 5487397
245 Summer Street, Boston, MA 02210

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.

10
Michael F. Farrell
CRD#: 5201655
37 Greenacre Lane, East Longmeadow, MA 01028

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.

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