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 organized as a limited liability company and has been SEC-registered since 1979. The firm is listed as a domestic entity/individual owner type and is classified as unclassified in the snapshot data. It does not present itself as a capital allocator, is not identified as an active ESG investor, and is not designated a multi-state or newly formed adviser. The record also flags the firm as not serving in a pension consultant role and not identified as a related adviser. The snapshot does not include granular descriptions of fee structures, target client segments, or specific advisory business lines, so the public profile here is limited to legal structure and a set of yes/no attributes about its advisory and investment posture.
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 21Thomas Iaconetti
COO, Senior Director Client EngagementCRD 2417290

Douglas Moore
Chief Financial OfficerCRD 2790481
Brian Leary
Chief Compliance OfficerCRD 2856958
Contacts
3 of 31272
Paul Hartwell
Senior Service Support Group LeaderCRD 239063
William Richards
CRACRD 500230
Timothy Caulfield
Central Relationship ManagerCRD 712381
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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