Inas Alawam
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fidelity
Location
Chestnut Hill, MA 02467-2077
Credentials
Series 66
Industry experience
6 years
About
Inas Alawam is a Financial Consultant currently working at Fidelity Investments since 2023. She has held several roles in the financial services industry, including Vice President-Financial Advisor at Private Client Citizens Bank from 2022 to 2023, Vice President-Financial Consultant at Charles Schwab from 2021 to 2022, Senior Relationship Banker at Santander Bank from 2020 to 2021, and Financial Advisor at Ameriprise Financial from 2019 to 2020.
Her professional approach involves partnering with clients to optimize their financial processes by complementing their knowledge and skills. She and her team focus on educating clients to help them make informed decisions and growing impactful relationships.
Outside of her professional work, Inas has interests in food, music, and yoga.
Client services
Based on Fidelity
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Expertise
Wealth management
Location
220 Boylston St, Suite C115
Chestnut Hill, MA 02467-2077
Most active in
Inas A has reported serving >5 clients in these states in the last 12 months.
Massachusetts · Texas
Work history
Fidelity Investments
2025 - Present (1 year)
FIDELITY INVESTMENTs
2023 - Present (3 years)
Citizens Securities, INC.
2022 - 2023 (1 year)
Charles Schwab Bank
2021 - 2022 (1 year)
Charles Schwab
2021 - 2022 (1 year)
Santander Securities, LLC
2020 - 2021 (1 year)
Santander Bank, NA
2020 - 2021 (1 year)
Ameriprise Financial Services Inc
2019 - 2020 (1 year)
Lexus of Watertown
2018 - 2019 (1 year)
N/a
2018 - 2018 (1 year)
CitiDental
2016 - 2018 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Michelle M
CFP®, Series 65
Quincy, MA
Brio Financial Planning
Matthew H
CFP®, CFA®, Series 63, Series 65
Braintree, MA
Dreamfield Planning Group, LLC
I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
Adam A
CFA®, Series 65
Cambridge, MA
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Charles L
Series 65
Wayland, MA
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Robert L
Series 65
Arlington, MA
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Michael O
PFS™, Series 65
Millis, MA
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