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 is listed in the dataset with a domestic entity / individual owner type. The profile available in this source does not provide detailed descriptions of the firm's advisory activities, client segments, fee schedules, or the specific business lines it operates. The dataset flags the firm as not a capital allocator and not an active ESG investor. It is not designated as a multi-state adviser, is not identified as newly formed, and is not flagged as a pension consultant or a related adviser. Beyond these high-level attributes, the firm did not supply information in this record about its investment approach, manager allocations, or product preferences.
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 31529Evelyn 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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