TrueAdvisor
TrueAdvisor
AH
AH

Alexander Harrington

Fidelity Institutional Wealth Adviser LLC
9 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Fidelity Institutional Wealth Adviser LLC
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

Location

Brookline, MA

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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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Employment History
Current Registrations
Fidelity Institutional Wealth Adviser LLC
May 2022 - Present · 3 yrs 9 mos
Fidelity Distributors Company LLC
May 2022 - Present · 3 yrs 9 mos
Fidelity Distributors Company LLCBroker
May 2022 - Present · 3 yrs 9 mos
Previous Registrations
Ladenburg Thalmann Asset Management INC
July 2021 - April 2022 · 9 mos
Ladenburg Thalmann & CO. INC.Broker
June 2016 - April 2022 · 5 yrs 10 mos
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.