Fidelity

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Last updated: January 21st, 2020. Data source: SEC filings.

Fidelity, federally registered in 2017, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 6,614 advisors. Fidelity manages $338.0 billion and provides investment advisory services for 742,763 clients (1:113 advisor/client ratio). This firm or an advisory affiliate has a disciplinary history (see below).


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Firm Information


Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 1
Percentage of Advisors Trusted Less than 1%
Minimum Investment $0
Average Client Balance $455,059
Total AUM $338.0 billion
Advisor / Client Ratio 1:113
Headquarters 245 Summer Street, V2a Boston, MA 02210
SEC Filings Forms and Brochures    (CRD # 288590)
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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