Laura Gallotto
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
Hingham, MA 02043-3740
Credentials
CFP®, Series 63, Series 65
Industry experience
8 years
About
Laura Gallotto is a Financial Consultant at Fidelity Investments, where she currently works to develop financial plans tailored to clients' unique needs. She has held several roles at Fidelity since 2017, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative.
She focuses on understanding clients' financial goals and motivations to collaborate effectively in creating personalized financial strategies. Her experience spans various aspects of financial planning and client relationship management, all within Fidelity Investments.
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
50 Derby St, Ste 100
Hingham, MA 02043-3740
Most active in
Laura G 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
2017 - Present (9 years)
Fidelity Investments
2016 - 2017 (1 year)
Fidelity Investments
2016 - 2016 (1 year)
Providence College
2013 - 2017 (4 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.
Steve N
CFA®, Series 63
Boston, MA
Woodland Investment Consulting LLC
Kevin W
CFP®, Series 65, Series 66
Pembroke, MA
Full Life Financial Planning
Bing L
Series 65
Brookline, MA
Vesta Investment Advisors, LLC
Leslie N
CFA®
Boston, MA
Cornerstone Wealth Management LLC
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