Fidelity Brokerage Services LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
31,552
Avg account
$0

Firm details

Headquarters
Smithfield, Rhode Island
CRD number
7784
Registered since
January 5, 1979

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 23
  • Douglas Moore

    Douglas Moore

    Chief Financial OfficerCRD 2790481

  • David Golino

    David Golino

    CFOCRD 5404683

  • David Wakefield

    David Wakefield

    SVP, Chief Financial OfficerCRD 3095440

Unlock 20 more executives →

Contacts

3 of 31529
  • Evelyn Borges

    Financial Advisor and Registered RepresentativeCRD 5639982

  • Daniel Keefe

    Daniel Keefe

    Financial ConsultantCRD 5640659

  • Steven Foster

    Steven Foster

    Client Management RepresentativeCRD 5640879

Unlock 31526 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth