| Name | Title | Ownership | Since |
|---|---|---|---|
| Alfonso Riviezzo Control | Elected Manager | Under 5% | 2022 |
| Anton V Marchuk Control | Elected Manager | Under 5% | 2023 |
| Dalton Gustafson Control | Elected Manager | Under 5% | 2023 |
Fidelity Institutional Wealth Adviser LLC reports $6.5 billion in regulatory assets under management on its Form ADV.
Fidelity Institutional Wealth Adviser LLC reports 194 employees.
Fidelity Institutional Wealth Adviser LLC is based in Boston, MA and has been SEC-registered since 2019.
Fidelity Institutional Wealth Adviser LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 245 Summer Street, Boston, MA 02210 |
| Phone | 617-563-7000 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $6.47B |
| Non-discretionary | $0 |
| Total (RAUM) | $6.47B |