AdvisorOS Directory
Claim Profile
Unclaimed Profile
KC

Kimiko Cautero Cohen

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC·BOSTON, Massachusetts
SIE, Series 7TO, Series 24, Series 63Clean recordFIDELITY INSTITUTIONAL WEALTH ADVISER LLC
245 SUMMER STREET, BOSTON, MA 02210CRD# 7530167Firm CRD# 301896

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kimiko Cautero Cohen · BOSTON, MA
Registration
CRD #7530167 · FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 24
Series 63
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

Speak with Kimiko

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kimiko is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Browse BOSTON AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Kimiko Cautero Cohen offer?
Kimiko Cautero Cohen specializes in Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Kimiko Cautero Cohen's credentials?
Kimiko Cautero Cohen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimiko Cautero Cohen located?
Kimiko Cautero Cohen 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 Kimiko Cautero Cohen charge for services?
Kimiko Cautero Cohen'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

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

More Advisors in BOSTON, Massachusetts

Carl Philip Fantasia
FERRY STREET CAPITAL LLC·BOSTON, MA
John Lawrence Shea
EATON VANCE WATEROAK ADVISORS·BOSTON, MA
John Frank Francini
NORTHEAST INVESTMENT MANAGEMENT INC·BOSTON, MA
Daniel Matthew Cain
CB HEALTH MANAGEMENT CORPORATION·BOSTON, MA
Wesley Karger
TWIN FOCUS CAPITAL PARTNERS, LLC·BOSTON, MA
Paul Karger
TWIN FOCUS CAPITAL PARTNERS, LLC·BOSTON, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)HINGHAM (23)
City Guides
WELLESLEY GuideWALTHAM GuideBRAINTREE GuideSPRINGFIELD GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile