Head of Specialist Distribution, Director · Fidelity Institutional Wealth Adviser LLC
Amanda N. Robinson
CRD 6674004 · Named on Form ADV at one SEC-registered adviser
At a glance
Fidelity Institutional Wealth Adviser LLC, an SEC-registered asset manager based in Boston, MA with $9.4 billion in regulatory assets, lists Amanda N. Robinson on its Form ADV as Head of Specialist Distribution, Director, a control person.
Firms and roles
- Fidelity Institutional Wealth Adviser LLCHead of Specialist Distribution, DirectorAsset manager · Boston, MA · $9.4B in regulatory assets
AtlasMembers
Amanda’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jason J. LindeChief Compliance Officer, Fidelity Institutional Wealth Adviser LLC
- Manmohan S. SethHead of Product, Director, Fidelity Institutional Wealth Adviser LLC
- Jordan J. BurgessPresident, Director, Fidelity Institutional Wealth Adviser LLC
- Charles A. AckermanChief Financial Officer, Fidelity Institutional Wealth Adviser LLC
- Mayank D. GoradiaChief Investment Officer, Fidelity Institutional Wealth Adviser LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Amanda’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.