Unclaimed Profile

Roger John Curylo

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC·BOSTON, Massachusetts

SIE, Series 7, Series 8, Series 9, Series 10, Series 14, Series 63, Series 66, Series 99TOClean record5 years registeredFIDELITY INSTITUTIONAL WEALTH ADVISER LLC

245 SUMMER STREET, BOSTON, MA 02210CRD# 1428594Firm CRD# 301896

Profile Verification

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

Identity

Roger John Curylo · BOSTON, MA

Registration

CRD #1428594 · FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · 5 years registered

Brand Profile

Not yet started

Career History

MORGAN STANLEY

Jul 2021 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 9

Series 10

Series 14

Series 63

Series 66

Series 99TO

Registration record

First registered · July 15, 2021

Years registered · 5

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

Speak with Roger

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

Not sure if Roger 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 Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Roger John Curylo offer?

Roger John Curylo specializes in Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Roger John Curylo's credentials?

Roger John Curylo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Roger John Curylo located?

Roger John Curylo 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 Roger John Curylo charge for services?

Roger John Curylo'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 →