← Back to searchVisit website
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
CRD 301896 · SEC 801-116860
245 SUMMER STREET, BOSTON, MA, 02210, United States
Phone
617-563-7000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$9.38B
Discretionary AUM
$9.38B
Team
209 total employees; 101 advisory reps; 64306 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminarsOVERLAY PORTFOLIO MANAGEMENT; NON-DISCRETIONARY INVESTMENT ADVICE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59902 | $320.7M |
| High net worth individuals | 4169 | $4.23B |
| Charitable organizations | 5 | $0 |
| Other investment advisers | 451 | $0 |
| Corporations/business entities | 1335 | $4.84B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.youtube.com/@FidelityInstitutional
- https://www.linkedin.com/showcase/fidelity-for-wealth-managers
- https://clearingcustody.fidelity.com
- https://custom-smas.fmr.com/custom-smas/
- https://www.explore.custom-smas.fidelity.com/
- https://www.linkedin.com/showcase/fidelity-for-institutional-investors
- https://www.fidelity.com
- https://x.com/FidelityPolicy
- https://institutional.fidelity.com
- http://x.com/fidelitynews
- https://x.com/fidelityforIIs
- https://x.com/fidelityforWMs
Official SEC filing: View on IAPD