Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
52,688 clients
Average Client Portfolio
$123K average
Assets Under Management
$6.5B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
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Location

245 Summer Street, Boston, MA, 02210-1129

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Carmel owns a rental property and facilitates rental agreements. She also volunteers as treasurer for Friends of the Westwood Library, dedicating minimal time to each activity.

Employment History
Current Registrations
Fidelity Institutional Wealth Adviser LLC
March 2025 - Present · 11 mos
National Financial Services LLC
August 2024 - Present · 1 yr 6 mos
National Financial Services LLCBroker
August 2024 - Present · 1 yr 6 mos
Fidelity Brokerage Services LLC
November 2022 - Present · 3 yrs 3 mos
Fidelity Brokerage Services LLCBroker
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
January 2023 - January 2025 · 2 yrs
National Financial Services LLCBroker
January 1999 - January 2005 · 6 yrs
Fidelity Brokerage Services, INC.Broker
January 1998 - December 1998 · 11 mos
National Financial Services CorporationBroker
February 1995 - December 1997 · 2 yrs 10 mos
Fidelity Brokerage Services, INC.Broker
September 1993 - February 1995 · 1 yr 5 mos
State Registrations1 state
MA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Carmel A Kennedy - Financial Advisor | TrueAdvisor