Georgi Ellen Battocchio

CRD 2416666 · Fidelity Brokerage Services LLC · Framingham, MA

IA RegisteredBroker

Also appears in the source record as: Georgi Battocchio; Georgiellen Battocchio; Georgi Ellen Pirone

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): SIESeries 7Series 9Series 10Series 24Series 65Series 63
Registered states (3): Massachusetts · Texas · Utah
Years in the industry (source record): 30
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (11)

From the source registration record · current first

Strategic Advisers LLCCurrent
Framingham, MA · IA capacity

start not retrieved → present
Fidelity Brokerage Services LLCCurrent
Framingham, MA · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
Framingham, MA · IA capacity

Jul 26, 2023 → Mar 31, 2025
Blackrock Investment Management, LLC
Boston, MA · IA capacity

Feb 23, 2015 → Apr 20, 2023
Blackrock Investments, LLC
Boston, MA · BC capacity

Feb 23, 2015 → Apr 20, 2023
Quest Capital Strategies, Inc.
Laguna Hills, CA · BC capacity

Oct 27, 2004 → Aug 12, 2010
Ubs Painewebber Inc.
San Francisco, CA · IA capacity

Sep 23, 1999 → May 28, 2003
Ubs Painewebber Inc.
Weehawken, NJ · BC capacity

Jul 23, 1999 → May 28, 2003
Wells Fargo Securities Inc.
San Francisco, CA · BC capacity

Oct 1, 1998 → Aug 10, 1999
Fidelity Investments Institutional Services Company, Inc.
Smithfield, RI · BC capacity

May 14, 1996 → Mar 10, 1998
Merrill Lynch, Pierce, Fenner & Smith Incorporated
New York, NY · BC capacity

Mar 16, 1994 → May 7, 1996

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2416666 ↗ FINRA BrokerCheck record for CRD 2416666 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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