Fidelity Prime Financing
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 299736
- Registered since
- July 23, 2019
- Website
- prime.fidelity.com
Firm profile
FINTRXOverview
Fidelity Prime Financing is organized as a limited liability company and is registered with the SEC as of 2019. Ownership is recorded as a combination of a domestic entity and an individual. The firm is listed as unclassified in the available record and is not identified as a capital allocator, pension consultant, related adviser, or an active ESG investor. The source file does not disclose the firm’s fee structure, client segmentation, specific business lines, or advisory activities. Likewise, the firm did not provide material information about its activities or affiliations in the dataset. The record also flags the firm as not a multi-state adviser even though office-location data indicates a presence across multiple states.
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 3
Charlie George
Chief AML OfficerCRD 3078024

Noah Rhodes
CFOCRD 6546392

Adrienne Kosta
Deputy Chief Operating OfficerCRD 5063159
Contacts
3 of 71Jared Kovach
Vice President, Product DevelopmentCRD 6854013

Stephen Gaudet
Vice PresidentCRD 6223835

Morgan Tivnan
Senior AnalystCRD 7247783
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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