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Fidelity

Updated today

Total assets under management

$1,067,664,605,590

Total clients

2,021,787

31% high-net worth

Total advisors

16,178

of 16,291 employees

Firm size

Institution

2,000+ advisors or $250B+ in AUM

Average clients per advisor

125

Average account size

$528,080

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Fidelity

155 Seaport Blvd

Boston MA 02210-2698, United States

Number of offices

241

Advisors at this firm

Vandana D

Series 66

Dublin, CA

Fidelity

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

General retirement planning Income planning Cash flow / budgeting Parents

Michael H

Series 63, Series 66

Delray Beach, FL

Fidelity

Michael Henderson is a Financial Consultant at Fidelity Investments. In this role, he focuses on understanding the financial goals of clients and their families to co-create personalized financial plans tailored to their needs. His objective is to help clients develop clear strategies that provide peace of mind and support them through retirement. Michael's experience includes positions as a Financial Consultant at Fidelity Investments since 2025, an Investment Consultant at the same company from 2023 to 2025, and a Financial Representative from 2021 to 2023. Prior to joining Fidelity, he worked as an Operations Consultant at XCelerant Consulting from 2019 to 2021. Outside of his professional life, Michael's personal interests include boating, fitness, food, golf, snowboarding, and soccer.

General retirement planning Retirement income strategy Income planning

Billy E

CFP®, Series 63, Series 66

Burleson, TX

Fidelity

Bill Eaton is Vice President and Financial Consultant at Fidelity Investments. In this role, he works to create and implement financial plans tailored to high net worth individuals and their families, focusing on their specific needs, goals, and future generations. Bill has been with Fidelity Investments since 2007, progressing through various roles including Customer Service Associate, Fixed Income Specialist, Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position in 2021. His professional experience encompasses disciplined investment strategies and risk management techniques. He emphasizes providing a personal level of service and building lasting relationships based on trust and client service. Specific details regarding his education, credentials, personal interests, or community involvement have not been provided.

Wealth management General retirement planning

Anthony L

Series 63, Series 65

St. Louis, MO

Fidelity

Anthony Lyons is a Financial Consultant at Fidelity Investments, where he works alongside a team of financial professionals to provide guidance aimed at helping clients achieve peace of mind and live with purpose. He focuses on actively listening to clients' concerns and suggesting courses of action to support their financial goals. Anthony has held various roles in the financial services industry since 2016, including positions as a Financial Advisor at PNCI and Edward Jones, Private Wealth Advisor at Regions Bank, and Vice President-Planning & Development Manager at Arvest Wealth Management. His experience spans several organizations, reflecting a broad background in financial consulting and wealth management. Outside of his professional work, Anthony has interests in baseball, cars, football, and social events with friends.

Financial Professional

Hidi S

Series 63, Series 66

Huntington Beach, CA

Fidelity

Hidi Schuyler is the Vice President and Branch Leader at Fidelity Investments, where she currently leads a team of financial associates focused on developing customized wealth strategies and fostering long-term client relationships. Since joining Fidelity Investments in 2005, she has held various roles including Regional Planning Consultant, Managed Solutions Consultant, Portfolio Specialist, Assigned Relationship Manager, Self Directed Brokerage Associate, and Fidelity Service Associate. Her career in financial services spans over a decade and a half, with prior experience as an Associate and Trainer at Discovercard from 1996 to 2005. Hidi holds a California Insurance License, supporting her work in financial planning and client service. Outside of her professional responsibilities, Hidi has interests in art, cooking and baking, fitness, social events with friends, hiking, and music.

Wealth management

Gregory G

CFP®, Series 63, Series 66

Midlothian, TX

Fidelity

Greg Gentry serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He works with investors to prepare and maintain financial plans tailored to their individual planning goals and needs. Greg's professional experience at Fidelity Investments began in 2013, progressing through roles including Investor Center Account Executive, Account Executive, and Financial Consultant. He holds an Arkansas Insurance License, supporting his work in financial consulting. Further details about his education, credentials, personal interests, or community involvement are not provided.

General retirement planning Wealth management Financial Professional

Parker E

Series 63, Series 65

Little Elm, TX

Fidelity

Parker Eaton is a Financial Consultant at Fidelity Investments, where he has worked since 2018 in various roles including Investment Consultant, Planning Consultant, Relationship Manager, Business Development Consultant, and Client Experience Representative. He specializes in comprehensive financial planning aimed at helping clients build, preserve, and transition wealth. Parker focuses on understanding the financial and personal goals of his clients and their families to develop tailored financial plans designed to benefit them both now and in the future. Outside of his professional work, Parker has interests in fishing, football, golf, lake activities, snowboarding, and volunteering.

Wealth management

Barbara P

Series 66

East Hartford, CT

Fidelity

Basia Pietrzak is currently serving as a Branch Leader at Fidelity Investments, a position she has held since 2022. In this role, she is responsible for delivering customer service and supporting her team through coaching, feedback, and recognition. Prior to this, she held several roles at Fidelity Investments including Client Services Team Leader, OBTL, and CRM. Her professional experience also includes positions at Fairbanks Wealth Management as an Account Executive and at Janney Montgomery Scott as a Registered Client Associate and Assistant Branch Manager. Basia's work focuses on leadership, client services, and team development within the financial services sector. Outside of her professional responsibilities, Basia has personal interests that include cooking and baking, fitness, pets, and reading.

Financial Professional

Michael M

Series 66

Olmsted Township, OH

Fidelity

Matt Mitterholzer is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing through various positions including Financial Representative, Relationship Manager, and Planning Consultant. In his current role, Matt partners with clients and their families to develop personalized financial plans that they are comfortable and confident with. Matt's experience spans multiple facets of financial advising, allowing him to guide clients through comprehensive financial planning. His approach involves getting to know clients both personally and financially to co-create plans tailored to their needs. Outside of his professional work, Matt enjoys baseball, family activities, social events with friends, parenthood, and volunteering.

Parents

Kashif C

Series 63, Series 65

Houston, TX

Fidelity

Kashif Choudhary is a Financial Consultant at Fidelity Investments, a position he has held since 2019. He works closely with clients to understand their personal and financial needs and utilizes Fidelity's advanced technology to develop comprehensive financial plans that align with both client goals and Fidelity's core principles. Kashif maintains ongoing relationships with his clients to adjust their financial plans as their circumstances evolve over time. Prior to his current role, Kashif served as an Investment Consultant at Fidelity Investments from 2017 to 2019 and as a Relationship Manager at the same firm from 2015 to 2017. He began his career as a Client Relationship Specialist at Vanguard, where he worked from 2013 to 2015. Kashif holds an insurance license in Arkansas.

Wealth management

Mark L

Series 63, Series 65

Ramseur, NC

Fidelity

Mark Little is a Financial Consultant at Fidelity Investments, a role he has held since 2021. He has more than two decades of experience in the financial industry, with 19 years at Fidelity. Mark's approach to financial planning focuses on understanding clients' financial goals, motivations, and preferences. He works closely with clients to develop, implement, and evaluate personalized financial plans that adapt to changes in their lives. Mark's professional experience includes various roles at Fidelity Investments, such as Senior Relationship Manager from 2018 to 2021, Branch Service Manager from 2016 to 2018, Senior Manager from 2008 to 2016, and Manager from 2006 to 2008. Prior to joining Fidelity, he was a Team Manager at Ameritrade from 2001 to 2006. Outside of his professional work, Mark has interests that include camping, food, military service, and soccer.

Wealth management

Artem R

Series 66

Henderson, NV

Fidelity

Artem Rusakov is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he served as an Investment Consultant and Investment Solutions Representative at Fidelity Investments from 2021 to 2023. Artem's career in the financial services industry began in 2019 with Wells Fargo, where he worked as a Teller and Banker, followed by a position as a Personal Banker at Keybank from 2020 to 2021. Artem holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial services. He is committed to working with clients to develop customized financial plans that address their unique family needs and goals. Outside of his professional career, Artem enjoys comedy, movies, and skiing.

Wealth management Cash flow / budgeting

Jonathan P

Series 65, Series 66

Gardnerville, NV

Fidelity

Jonathan Pollack is a Financial Consultant currently serving clients at Fidelity. He has held several roles within Fidelity Investments since 2023, including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he was a Financial Advisor at Ameriprise Financial Services LLC from 2022 to 2023. His professional background is complemented by his service as a U.S. Army Special Forces Green Beret, which has contributed to his strategic approach to financial planning. Jonathan holds a California Insurance License, supporting his work in financial consulting. Born and raised in Northern Nevada, Jonathan is committed to serving his community. His personal interests include family activities, fitness, football, military service, pets, and volunteering.

Military & Veterans

Brian H

Series 63, Series 66

Washington, DC

Fidelity

Brian Henry is a Planning Consultant at Fidelity Investments, where he collaborates with individuals and families to develop financial plans aimed at achieving their financial goals. He joined Fidelity Investments in 2022 and has held several roles within the company, including Financial Representative and Relationship Manager, before assuming his current position in 2024. His experience spans various aspects of financial planning and client relationship management.

General retirement planning Income planning Cash flow / budgeting

Jacob L

Series 66

North Olmstead, OH

Fidelity

Jacob LeMaster is a Financial Consultant currently working at Fidelity Investments since 2022. He collaborates with clients to develop holistic financial plans that align their goals with their investment strategies, focusing on helping clients feel comfortable and confident in managing their financial lives. Jacob has professional experience spanning several roles in the financial sector, including positions as a Financial Solutions Advisor at Merrill Lynch from 2020 to 2022, a Relationship Manager at Bank of America from 2018 to 2020, and an Insurance Producer at Bankers Life & Casualty Company from 2017 to 2018. Outside of his professional work, Jacob has interests in art, baseball, football, movies, traveling, and volunteering.

Wealth management
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