Adviser and broker representative · Fidelity Institutional Wealth Adviser LLC
Alison R. Green
CRD 6577058 · Smithfield, RI
At a glance
Alison R. Green is an investment adviser representative with Fidelity Institutional Wealth Adviser LLC in Smithfield, RI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Alison’s SEC record dates to 2023, about 3 years ago. Alison is also registered as a broker representative.
Current advisory firm
- Fidelity Institutional Wealth Adviser LLCSince May 2023Smithfield, RI · $9.4B in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Alison’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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