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Peter Simon Lynch

FIDELITY MANAGEMENT & RESEARCH COMPANY LLC·BOSTON, Massachusetts
Unclaimed Profile
245 SUMMER STREET, BOSTON, MA 02210CRD# 1964598Firm CRD# 108281
01

About

Peter Simon Lynch is a registered financial advisor based in BOSTON, Massachusetts, affiliated with FIDELITY MANAGEMENT & RESEARCH COMPANY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC
AUM
$3964.4B
Regulatory assets under management
Employees
1264
Total firm employees
View all advisors at FIDELITY MANAGEMENT & RESEARCH COMPANY LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: SEE MISCELLANEOUS SECTION IN SCHEDULE D
Regulatory
SEC/IARD CRD# 1964598
Firm CRD# 108281
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Peter Simon Lynch offer?
Peter Simon Lynch specializes in Investment Management, Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are Peter Simon Lynch's credentials?
Peter Simon Lynch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Simon Lynch located?
Peter Simon Lynch is based in BOSTON, Massachusetts, working with FIDELITY MANAGEMENT & RESEARCH COMPANY LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Peter Simon Lynch charge for services?
Peter Simon Lynch's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: see miscellaneous section in schedule d. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIDELITY MANAGEMENT & RESEARCH COMPANY LLC?
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC has approximately 1264 employees and manages $3964.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
CAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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