Fidelity Review


Trust Score 92%
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Last updated: June 26th, 2019. Data source: SEC filings.

Fidelity, federally registered in 1977, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 41 advisors. Fidelity manages $344.1 billion and provides investment advisory services for 736,678 clients (1:17968 advisor/client ratio). This firm or an advisory affiliate has a disciplinary history (see below).

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Firm Information


Feature Value
Minimum Investment $2,000,000
Average Client Balance $467,125
Hybrid Advisor Yes
Disciplinary History Yes
Total AUM $344.1 billion
Advisor / Client Ratio 1:17968
Headquarters 245 Summer Street, V10g Boston, MA 02210
SEC Filings Forms and Brochures    (CRD # 104555)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY


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