Fidelity Brokerage Services LLC
Firm details
- Headquarters
- Smithfield, Rhode Island
- CRD number
- 7784
- Registered since
- January 5, 1979
- Website
- www.fidelity.com
Firm profile
FINTRXOverview
Fidelity Brokerage Services LLC is listed as a limited liability company that registered with the SEC in 1979. The FINTRX snapshot classifies the firm as "Unclassified" and identifies its owner type as domestic entity / individual. The profile indicates the firm is not a capital allocator, does not self-identify as an active ESG investor, and is not flagged as a multi-state or newly formed adviser; it is also not listed as a pension consultant or related adviser. The dataset supplied contains no detail about the firm's advisory offerings, fee schedule, client segments, or specific business activities. Those lines are blank in the source, so no claims are made here about product shelf, service model, or target clients.
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 23
Douglas Moore
Chief Financial OfficerCRD 2790481
David Golino
CFOCRD 5404683

David Wakefield
SVP, Chief Financial OfficerCRD 3095440
Contacts
3 of 31259Evelyn Borges
Financial Advisor and Registered RepresentativeCRD 5639982

Daniel Keefe
Financial ConsultantCRD 5640659
Steven Foster
Client Management RepresentativeCRD 5640879
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Smithfield, RI
Providence
Location
Smithfield, RI
Headquartered in Smithfield, RI, 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
- Providence
- Address
- 900 Salem St
- Time zone
- ET (UTC-5)
- Office locations
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