Carmel Kennedy
Carmel Kennedy is a registered investment advisor at Fidelity Institutional Wealth Adviser LLC, based in Boston, MA, with 14 years of industry experience. Carmel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 52,688 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FIWA does not directly manage investments for individual investors. Instead, FIWA provides a platform that financial service firms can use to manage investments for their clients. FIWA does not charge a platform fee for accounts that only use investment options managed by FIWA and its affiliates. For accounts that use investment options from other companies, FIWA charges a platform fee based on the amount of assets in the account.
Location
245 Summer Street, Boston, MA, 02210-1129
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Regulatory History
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.
Learn about disclosures →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
National Financial Services LLC
National Financial Services LLCBroker
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
National Financial Services LLCBroker
Fidelity Brokerage Services, INC.Broker
National Financial Services CorporationBroker
Fidelity Brokerage Services, INC.Broker
State Registrations1 state
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