Fidelity Prime Financing

Broker-DealerFINRA MemberEst. 2019
Total AUM
—
Advisory reps
74
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
299736
Registered since
July 23, 2019

Firm profile

FINTRX

Overview

Fidelity Prime Financing is organized as a limited liability company that registered with the SEC in 2019. Public disclosures list ownership as a mix of a domestic entity and an individual. The firm is classified as "unclassified" in the available data and does not identify itself as a capital allocator or an active ESG investor. It also reports that it is not a multistate adviser and is not newly formed. The source material provides no detail about the firm's advisory services, fee schedules, client segments, or day-to-day business activities, so its primary service offering and target clients cannot be determined from the provided information.

Assets & Accounts

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 3
  • Adrienne Kosta

    Adrienne Kosta

    Deputy Chief Operating OfficerCRD 5063159

  • Noah Rhodes

    Noah Rhodes

    CFOCRD 6546392

  • Charlie George

    Charlie George

    Chief AML OfficerCRD 3078024

Contacts

3 of 71
  • Christopher Esser

    Compliance AnalystCRD 5745626

  • Thomas Tesauro

    Thomas Tesauro

    Executive Vice PresidentCRD 1862532

  • Gregory Remmes

    Gregory Remmes

    Registered RepresentativeCRD 2169049

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, 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
Suffolk
Address
155 Seaport Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth