Unclaimed Profile

Edward Daniel O'brien

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC·BOSTON, Massachusetts

Series 6, Series 7, Series 24, Series 63, Series 66, Series 99TOClean record21 years registeredFIDELITY INSTITUTIONAL WEALTH ADVISER LLC

245 SUMMER STREET, BOSTON, MA 02210CRD# 2239064Firm CRD# 301896

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Edward Daniel O'brien · BOSTON, MA

Registration

CRD #2239064 · FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FIDELITY INSTITUTIONAL WEALTH ADVISER LLC

STRATEGIC ADVISERS, INC.

Oct 2004 – Nov 2009

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 66

Series 99TO

Registration record

First registered · October 27, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC

CRD 301896 · SEC 801-116860

AUM

$3.9B

Regulatory assets under management

Employees

174

423 client accounts

Services offered by FIDELITY INSTITUTIONAL WEALTH ADVISER LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at FIDELITY INSTITUTIONAL WEALTH ADVISER LLC →

Introduction

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Frequently Asked Questions

What services does Edward Daniel O'brien offer?

Edward Daniel O'brien specializes in Investment Management, Wealth Management.

What are Edward Daniel O'brien's credentials?

Edward Daniel O'brien is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edward Daniel O'brien located?

Edward Daniel O'brien is based in BOSTON, Massachusetts, last registered with FIDELITY INSTITUTIONAL WEALTH ADVISER LLC.

How does Edward Daniel O'brien charge for services?

Edward Daniel O'brien's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIDELITY INSTITUTIONAL WEALTH ADVISER LLC?

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC has approximately 174 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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