DD
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Dante Demarco

4 Years of Experience
Boston, MA
Broker

Dante Demarco is a registered investment advisor at Fidelity Institutional Wealth Adviser LLC, based in Boston, MA, with 4 years of industry experience. Dante 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
Fee-Only (% of Portfolio)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:$2.5K
Investment management only (planning not offered)

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.

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Location

Boston, 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
October 2025 - Present · 6 mos
Fidelity Distributors Company LLC
March 2022 - Present · 4 yrs 1 mo
Fidelity Distributors Company LLCBroker
March 2022 - Present · 4 yrs 1 mo
Previous Registrations
Fidelity Brokerage Services LLCBroker
November 2020 - March 2021 · 4 mos
State Registrations52 states
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Exams
No exam information available for this advisor.
Dante Demarco - Financial Advisor | TrueAdvisor