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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).
|Rank (United States)||Not Ranked|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||1|
|Percentage of Advisors Trusted||Less than 1%|
|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|