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 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
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
Adrienne Kosta
Deputy Chief Operating OfficerCRD 5063159

Noah Rhodes
CFOCRD 6546392

Charlie George
Chief AML OfficerCRD 3078024
Contacts
3 of 71Christopher Esser
Compliance AnalystCRD 5745626

Thomas Tesauro
Executive Vice PresidentCRD 1862532

Gregory Remmes
Registered RepresentativeCRD 2169049
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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