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 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

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
  • Charlie George

    Charlie George

    Chief AML OfficerCRD 3078024

  • Noah Rhodes

    Noah Rhodes

    CFOCRD 6546392

  • Adrienne Kosta

    Adrienne Kosta

    Deputy Chief Operating OfficerCRD 5063159

Contacts

3 of 71
  • Jared Kovach

    Vice President, Product DevelopmentCRD 6854013

  • Stephen Gaudet

    Stephen Gaudet

    Vice PresidentCRD 6223835

  • Morgan Tivnan

    Morgan Tivnan

    Senior AnalystCRD 7247783

Unlock 68 more contacts

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