Fidelity Brokerage Services LLC
Firm details
- Headquarters
- Smithfield, Rhode Island
- CRD number
- 7784
- Registered since
- January 5, 1979
- Website
- www.fidelity.com
Firm profile
FINTRXOverview
Fidelity Brokerage Services LLC is organized as a limited liability company and has been registered with the SEC since 1979. Ownership is recorded as a combination of a domestic entity and individual interests. The firm's classification is listed as unclassified in the snapshot data. The firm is not identified as a capital allocator and is not marked as an active ESG investor. The snapshot also indicates it is not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 22Thomas Iaconetti
COO, Senior Director Client EngagementCRD 2417290
Douglas Moore
Chief Financial OfficerCRD 2790481
Brian Leary
Chief Compliance OfficerCRD 2856958
Contacts
3 of 31192
Paul Hartwell
Senior Service Support Group LeaderCRD 239063
William Richards
CRACRD 500230
Timothy Caulfield
Central Relationship ManagerCRD 712381
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Smithfield, RI
Providence
Location
Smithfield, RI
Headquartered in Smithfield, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Providence
- Address
- 900 Salem St
- Time zone
- ET (UTC-5)
- Office locations
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