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FIAM LLC
FIAM LLC
SMITHFIELD, Rhode Island
·
6 registered advisors
·
CRD# 133196
SEC# 801-63658
2
617-563-7000
01
Firm Overview
AUM
$219.2B
Regulatory assets under management
Employees
168
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Performance-based fees
Other: ADMINISTRATION FEES. PERCENTAGE OF REVENUE FROM AFFILIATES
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at FIAM LLC
6 registered advisors
Casey Moore Condron
SMITHFIELD, Rhode Island
CRD# 3092905
Christian Girard Pariseault
SMITHFIELD, Rhode Island
CRD# 2319957
James Shelton Carroll
SMITHFIELD, Rhode Island
CRD# 5149207
John Bernard Mcginty Jr
SMITHFIELD, Rhode Island
CRD# 5560420
Matthew (nmn) Depiero
SMITHFIELD, Rhode Island
CRD# 6947009
Patrick James Sheppard
SMITHFIELD, Rhode Island
CRD# 1779929
05
Office Locations
SMITHFIELD, Rhode Island
6 advisors
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Data sourced from SEC Form ADV filings. FIAM LLC (CRD# 133196) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.