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FIDUCIARY TRUST INTERNATIONAL, LLC
FIDUCIARY TRUST INTERNATIONAL, LLC
LINCOLN, Massachusetts
·
9 registered advisors
·
CRD# 124062
SEC# 801-62001
3
781-274-9300
01
Firm Overview
AUM
$6.3B
Regulatory assets under management
Employees
50
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at FIDUCIARY TRUST INTERNATIONAL, LLC
9 registered advisors
Alex Matthew Paul
LINCOLN, Massachusetts
CFA
CRD# 4493608
David Stephen Lynch
LINCOLN, Massachusetts
CRD# 5662812
Douglas Matthew Cohen
LINCOLN, Massachusetts
CRD# 2510583
Erick Roscoe Rawlings
LINCOLN, Massachusetts
CRD# 6004830
Katharine Marshall Huntington
LINCOLN, Massachusetts
CRD# 5626060
Katherine Duffy Burke
LINCOLN, Massachusetts
CFA
CRD# 5322910
Lisette Scott Cooper
LINCOLN, Massachusetts
CRD# 1795128
Todd Adam Burchett
LINCOLN, Massachusetts
CFA
CRD# 5030627
Tyler Perry Rodday
LINCOLN, Massachusetts
CRD# 4483709
05
Office Locations
LINCOLN, Massachusetts
9 advisors
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Data sourced from SEC Form ADV filings. FIDUCIARY TRUST INTERNATIONAL, LLC (CRD# 124062) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.