Fidelity Institutional Wealth Adviser LLC

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Total assets under management

$9,384,114,700

Total clients

64,071

7% high-net worth

Total advisors

of 209 employees

Firm size

Investment Manager

May not manage individual clients

Average clients per advisor

1,563

Average account size

$146,464

Client services

Portfolio management Selection of other advisers Educational seminars or workshops

Overlay portfolio management; non-discretionary investment advice

Main office location

Fidelity Institutional Wealth Adviser LLC

245 Summer Street

Boston MA 02210, United States

Number of offices

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn YouTube Website 617-563-7000

Advisors at this firm

Nils B

Series 66

Ladera Ranch, CA

Fidelity Institutional Wealth Adviser LLC

James O

Series 66

New York, NY

Fidelity Institutional Wealth Adviser LLC

Carmel K

Series 63, Series 65

Boston, MA

Fidelity Institutional Wealth Adviser LLC

Amanda R

CFA®, Series 63

Hingham, MA

Fidelity Institutional Wealth Adviser LLC

Johnpatrick S

Series 63, Series 65

Smithfield, RI

Fidelity Institutional Wealth Adviser LLC

Alisa G

Series 63, Series 66

Rllng Hills Estates, CA

Fidelity Institutional Wealth Adviser LLC

Vincent B

CFA®, Series 66

Boston, MA

Fidelity Institutional Wealth Adviser LLC

Megan D

Series 66

Smithfield, RI

Fidelity Institutional Wealth Adviser LLC

Matthew G

CFA®, Series 63, Series 66

Madison, CT

Fidelity Institutional Wealth Adviser LLC

James M

CFP®, Series 63, Series 66

Avon Lake, OH

Fidelity Institutional Wealth Adviser LLC

Taylor H

CFA®, Series 63

Westlake, TX

Fidelity Institutional Wealth Adviser LLC

Matthew A

Series 66

Chicago, IL

Fidelity Institutional Wealth Adviser LLC

Michael S

CFP®, Series 63, Series 66

Boston, MA

Fidelity Institutional Wealth Adviser LLC

Charles C

CFA®, Series 66

Boston, MA

Fidelity Institutional Wealth Adviser LLC

Kelsea S

Series 63, Series 65

Roseville, MN

Fidelity Institutional Wealth Adviser LLC

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