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Erica Steinig Birke

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC·BOSTON, Massachusetts
SIE, Series 7TO, Series 24Clean recordFIDELITY INSTITUTIONAL WEALTH ADVISER LLC
245 SUMMER STREET, BOSTON, MA 02210CRD# 7402419Firm CRD# 301896

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Erica Steinig Birke · BOSTON, MA
Registration
CRD #7402419 · FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 24
02

Disclosure History

Clean record · no disclosure events on file

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

03

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 Erica Steinig Birke offer?
Erica Steinig Birke specializes in Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Erica Steinig Birke's credentials?
Erica Steinig Birke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erica Steinig Birke located?
Erica Steinig Birke is based in BOSTON, Massachusetts, working with FIDELITY INSTITUTIONAL WEALTH ADVISER LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Erica Steinig Birke charge for services?
Erica Steinig Birke'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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Other Advisors at FIDELITY INSTITUTIONAL WEALTH ADVISER LLC

David Wakefield
BOSTON, MA
Robert Raymond Mascialino
BOSTON, MA
James Darby Nielson
BOSTON, MA
Sanjiv Hiro Mirchandani
BOSTON, MA
Jason John Linde
BOSTON, MA
Rashmi Venkatesh
BOSTON, MA

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Nearby cities in Massachusetts
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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