Fidelity Institutional Wealth Adviser LLC

Firm record

As recorded in SEC IAPD

Firm CRD

301896

SEC number

801-116860

Firm type

RIA

Assets under management

$9.4B as of Mar 30, 2026

Website

www.youtube.com/@FidelityInstitutional ↗

Phone

617-563-7000

Address

245 Summer Street, Boston, MA, 02210

Advisors at this firm

41 in our index · page 1 of 1

• Keith AndersonCRD 6457780 · Chestnut Hill, MA
  IA RegisteredBroker
• Matthew Dylan AroestyCRD 6976232 · Chicago, IL
  IA RegisteredBroker
• Vincent BertramCRD 6784987 · Hingham, MA
  IA RegisteredBroker
• Nils BierkampCRD 6581893 · Ladera Ranch, CA
  IA RegisteredBroker
• Jeffrey BonafeCRD 5037873 · Las Vegas, NV
  IA RegisteredBroker
• Lisa Cash-DohertyCRD 5776574 · Attleboro, MA
  IA RegisteredBroker
• Nathaniel ChangCRD 5297466 · Norwalk, CA
  IA RegisteredBroker
• Charles CollierCRD 6512899 · Wellesley, MA
  IA RegisteredBroker
• Dante DemarcoCRD 7148358 · Boston, MA
  IA RegisteredBroker
• Megan DispiritoCRD 5487397 · Enfield, CT
  IA RegisteredBroker
• Steven DonahueCRD 7207953 · Smithfield, RI
  IA RegisteredBroker
• Kevin Lee DowningCRD 7397078 · Boston, MA
  IA RegisteredBroker
• Michael FarrellCRD 5201655 · Hampden, MA
  IA RegisteredBroker
• Mindy FreedmanCRD 6374082 · Boston, MA
  IA RegisteredBroker
• Ashley C GloverCRD 8134798 · Nashville, TN
  IA RegisteredBroker
• Mayank GoradiaCRD 6109476 · Westborough, MA
  IA RegisteredBroker
• Alison Rachel GreenCRD 6577058 · Smithfield, RI
  IA RegisteredBroker
• Matthew John GreeneCRD 5690283 · Madison, CT
  IA RegisteredBroker
• Alisa Lauren GuetzkowCRD 4246181 · Rllng Hills Estates, CA
  IA RegisteredBroker
• Taylor Blake HankinsCRD 6060492 · Westlake, TX
  IA RegisteredBroker
• Alexander HarringtonCRD 6398110 · Boston, MA
  IA RegisteredBroker
• Dana R HolmesCRD 2842822 · Smithfield, RI
  IA RegisteredBroker
• Thomas P KingCRD 5098460 · Pomfret, CT
  IA RegisteredBroker
• Isaiah LangaCRD 7118861 · Scottsdale, AZ
  IA RegisteredBroker
• Paul MaCRD 4237683 · Smithfield, RI
  IA RegisteredBroker
• James Bernard McglynnCRD 5007453 · Avon Lake, OH
  IA RegisteredBroker
• Karle MclaughlinCRD 7599935 · Winnetka, IL
  IA RegisteredBroker
• Robert C. NeffCRD 4663228 · Norwood, MA
  IA RegisteredBroker
• Daniel NegusCRD 6884785 · Quincy, MA
  IA RegisteredBroker
• James Michael OcasioCRD 5004962 · New York, NY
  IA RegisteredBroker
• Matthew J PetteysCRD 5789234 · Foxborough, MA
  IA RegisteredBroker
• Pooja Raju-ShankarCRD 5562949 · Boston, MA
  IA RegisteredBroker
• Lauren RobertsCRD 4965009 · Mount Prospect, IL
  IA RegisteredBroker
• Amanda RobinsonCRD 6674004 · Hingham, MA
  IA RegisteredBroker
• Michael J ScarsciottiCRD 5288213 · Boston, MA
  IA RegisteredBroker
• Nicholas Anthony SgroiCRD 7173673 · New York, NY
  IA RegisteredBroker
• Johnpatrick SquillaceCRD 6833543 · Providence, RI
  IA RegisteredBroker
• Allison StaabCRD 5671813 · Providence, RI
  IA RegisteredBroker
• Kelsea SullivanCRD 6858886 · Roseville, MN
  IA RegisteredBroker
• Megan E. TracyCRD 5200798 · Hingham, MA
  IA RegisteredBroker
• Ryan Van LeeuwenCRD 7290795 · Westlake, TX
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.