Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Fidelity Institutional Wealth Adviser LLC financial advisors in Massachusetts

Every SEC-registered investment adviser representative at a Fidelity Institutional Wealth Adviser LLC office in Massachusetts, by city and A to Z.

The short answer

14 registered advisors work at Fidelity Institutional Wealth Adviser LLC in Massachusetts, out of 35 nationwide; it's the firm's number 1 state by advisors, and the most are in Boston (7). 1 list the CFP designation and 14 are also registered broker representatives.

Fidelity Institutional Wealth Adviser LLC advisors by city in Massachusetts

Every firm in Massachusetts →

Boston 7Hingham 2Attleboro 1Duxbury 1Foxborough 1Hampden 1Quincy 1

Fidelity Institutional Wealth Adviser LLC advisors in Massachusetts, A to Z

Search by name →

Fidelity Institutional Wealth Adviser LLC advisors in every state →Fidelity Institutional Wealth Adviser LLC: assets, clients and custodians →Fidelity news and advisor moves →Advisor Moves: who changed firms this week →

Fidelity Institutional Wealth Adviser LLC in other states

Rhode Island 4Connecticut 3Illinois 3

Questions

How many Fidelity Institutional Wealth Adviser LLC financial advisors are in Massachusetts?

14 investment adviser representatives are registered at Fidelity Institutional Wealth Adviser LLC offices in Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 35 at the firm nationwide. 1 list the CFP designation and 14 are also registered as broker representatives.

Where in Massachusetts does Fidelity Institutional Wealth Adviser LLC have the most advisors?

Boston, with 7, then Hingham (2). Fidelity Institutional Wealth Adviser LLC has advisors in 7 cities in Massachusetts.

How do I check a Fidelity Institutional Wealth Adviser LLC advisor in Massachusetts?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Fidelity Institutional Wealth Adviser LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.