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FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
BOSTON, Massachusetts
·
25 registered advisors
·
CRD# 301896
SEC# 801-116860
24
617-563-7000
01
Firm Overview
AUM
$3.9B
Regulatory assets under management
Employees
174
Total firm employees
Advisors
25
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
Wealth Management
04
Advisors at FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
25 registered advisors
Alfonso Riviezzo
BOSTON, Massachusetts
CRD# 2275198
Anthony Ray Rochte
BOSTON, Massachusetts
CRD# 2249786
Anton V Marchuk
BOSTON, Massachusetts
CRD# 4002432
Brian John Leite
BOSTON, Massachusetts
CRD# 2946514
Colby Joseph Penzone
BOSTON, Massachusetts
CRD# 2749824
Dalton Gustafson
BOSTON, Massachusetts
CRD# 2439305
David Wakefield
BOSTON, Massachusetts
CRD# 3095440
Edward Daniel O'brien
BOSTON, Massachusetts
CRD# 2239064
Erica Steinig Birke
BOSTON, Massachusetts
CRD# 7402419
Gary John Gallagher
BOSTON, Massachusetts
CRD# 2218836
James Darby Nielson
BOSTON, Massachusetts
CRD# 7483195
James Vincent Tringali
BOSTON, Massachusetts
CRD# 3105660
Jason John Linde
BOSTON, Massachusetts
CRD# 2866398
Joseph Leonard Kurtzer
BOSTON, Massachusetts
CRD# 5227602
Kimiko Cautero Cohen
BOSTON, Massachusetts
CRD# 7530167
Manmohan S Seth
BOSTON, Massachusetts
CRD# 7715064
Rashmi Venkatesh
BOSTON, Massachusetts
CRD# 7437158
Richard Scott Harrigan
BOSTON, Massachusetts
CRD# 7945847
Rina Kupferschmid-Rojas
BOSTON, Massachusetts
CRD# 6656701
Robert John Adams
BOSTON, Massachusetts
CRD# 1291582
Robert Raymond Mascialino
BOSTON, Massachusetts
CRD# 2078086
Roger John Curylo
BOSTON, Massachusetts
CRD# 1428594
Rohit Mahna
BOSTON, Massachusetts
CRD# 4078386
Sanjiv Hiro Mirchandani
BOSTON, Massachusetts
CRD# 2771645
Stephen Phillips
BOSTON, Massachusetts
CRD# 3078395
05
Office Locations
BOSTON, Massachusetts
25 advisors
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Data sourced from SEC Form ADV filings. FIDELITY INSTITUTIONAL WEALTH ADVISER LLC (CRD# 301896) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.