Daniel Negus

Fidelity Institutional Wealth Adviser LLC

7 Years of Experience

Broker

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

Quincy, 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.

Employment History

Current Registrations

Fidelity Institutional Wealth Adviser LLC

April 2025 - Present · 10 mos

Fidelity Distributors Company LLCBroker

January 2025 - Present · 1 yr 1 mo

Fidelity Distributors Company LLC

January 2025 - Present · 1 yr 1 mo

Previous Registrations

Eaton Vance Management

October 2018 - November 2024 · 6 yrs 1 mo

Eaton Vance Distributors, INC.Broker

July 2018 - November 2024 · 6 yrs 4 mos

State Registrations52 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.