TrueAdvisor
TrueAdvisor
KD
KD

Kevin Lee Downing

Fidelity Institutional Wealth Adviser LLC
4 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

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
November 2024 - Present · 1 yr 3 mos
Fidelity Distributors Company LLC
August 2021 - Present · 4 yrs 6 mos
Fidelity Distributors Company LLCBroker
August 2021 - Present · 4 yrs 6 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
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Exams
No exam information available for this advisor.