Fidelity Distributors Company LLC

Broker-DealerFINRA MemberEst. 1985
Total AUM
Advisory reps
672
Avg account
$0

Firm details

Headquarters
Smithfield, Rhode Island
CRD number
17507
Registered since
December 27, 1985

Firm profile

FINTRX

Overview

Fidelity Distributors Company LLC is organized as a limited liability company and has been SEC-registered since 1985. The firm is classified as a fund distributor rather than an investment manager or capital allocator. Ownership is indicated as a combination of a domestic entity and individual owners. The snapshot flags the firm as not being an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not identified as a related adviser. The available data portray the entity primarily as a distribution vehicle for funds rather than an advisory business that maintains client relationships or deploys discretionary capital. Typical advisory-line items such as fee structure, advisory activities, or client segmentation are not provided in the snapshot.

Assets & Accounts

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 5
  • Adrienne Kosta

    Adrienne Kosta

    Deputy Chief Operating OfficerCRD 5063159

  • Andrew Spahr

    Andrew Spahr

    Vice President, DCIO MarketCRD 5547474

  • Joshua Binford

    Joshua Binford

    Vice President, DCIOCRD 5564157

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Contacts

3 of 667
  • Sterling Gabbitas

    Sterling Gabbitas

    Institutional Portfolio ManagerCRD 5664019

  • Matthew Greene

    Matthew Greene

    Vice PresidentCRD 5690283

  • Christopher Esser

    Compliance AnalystCRD 5745626

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth