Fidelity Distributors Company LLC

Broker-DealerFINRA MemberEst. 1985
Total AUM
Advisory reps
672
Avg account
$0

Firm details

Headquarters
Smithfield, Rhode Island
CRD number
17507
Registered since
December 27, 1985

Firm profile

FINTRX

Overview

Fidelity Distributors Company LLC is a limited liability company that has been SEC-registered since 1985 and operates as a fund distributor rather than an investment manager. The entity’s ownership is recorded as domestic (corporate) and individual interest. Its stated regulatory/profile markers indicate it is not a capital allocator, is not a multi-state investment adviser, and does not identify as an active ESG investor. The firm’s classification and regulatory posture suggest its primary role is distribution of fund products rather than running portfolios or providing ongoing advisory services to retail or institutional clients. That positioning helps explain the limited activity profile on investment management and client-facing advisory services in the available data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • Adrienne Kosta

    Adrienne Kosta

    Deputy Chief Operating OfficerCRD 5063159

  • Andrew Spahr

    Andrew Spahr

    Vice President, DCIO MarketCRD 5547474

  • Joshua Binford

    Joshua Binford

    Vice President, DCIOCRD 5564157

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Contacts

3 of 667
  • Sterling Gabbitas

    Sterling Gabbitas

    Institutional Portfolio ManagerCRD 5664019

  • Matthew Greene

    Matthew Greene

    Vice PresidentCRD 5690283

  • Christopher Esser

    Compliance AnalystCRD 5745626

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth