Active
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
Investment Advice|BOSTON, MA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$6.5B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 6.5B |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 301896 |
| SEC Number | 801-116860 |
| Street Address | 245 SUMMER STREET |
| Location | BOSTON, MA 02210 |
| Country | United States |
| Phone | 617-563-7000 |
| Total Employees | 194 |
Client Count by Type (52,688 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 49,046 |
| High Net Worth Individual… | 2,276 |
| Corporations/Businesses | 1,027 |
| Other Investment Advisers | 339 |
Community Partners
BERKSHIRE DREAM CENTER INC.
CITY OF NORTH ADAMS
CITY OF PITTSFIELD
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
METROPOLITAN AREA PLANNING COUNCIL
TOWN OF ADAMS
TOWN OF ALFORD
TOWN OF BECKET AMBULANCE DEPARTMENT
TOWN OF CHESHIRE
TOWN OF CLARKSBURG
TOWN OF DALTON
TOWN OF EGREMONT
TOWN OF FLORIDA
TOWN OF GREAT BARRINGTON
TOWN OF HANCOCK
TOWN OF HINSDALE
TOWN OF LANESBOROUGH
TOWN OF LEE
TOWN OF LENOX
TOWN OF MONTEREY
BERKSHIRE DREAM CENTER INC.
CITY OF NORTH ADAMS
CITY OF PITTSFIELD
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
METROPOLITAN AREA PLANNING COUNCIL
TOWN OF ADAMS
TOWN OF ALFORD
TOWN OF BECKET AMBULANCE DEPARTMENT
TOWN OF CHESHIRE
TOWN OF CLARKSBURG
TOWN OF DALTON
TOWN OF EGREMONT
TOWN OF FLORIDA
TOWN OF GREAT BARRINGTON
TOWN OF HANCOCK
TOWN OF HINSDALE
TOWN OF LANESBOROUGH
TOWN OF LEE
TOWN OF LENOX
TOWN OF MONTEREY
BERKSHIRE DREAM CENTER INC.
CITY OF NORTH ADAMS
CITY OF PITTSFIELD
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
METROPOLITAN AREA PLANNING COUNCIL
TOWN OF ADAMS
TOWN OF ALFORD
TOWN OF BECKET AMBULANCE DEPARTMENT
TOWN OF CHESHIRE
TOWN OF CLARKSBURG
TOWN OF DALTON
TOWN OF EGREMONT
TOWN OF FLORIDA
TOWN OF GREAT BARRINGTON
TOWN OF HANCOCK
TOWN OF HINSDALE
TOWN OF LANESBOROUGH
TOWN OF LEE
TOWN OF LENOX
TOWN OF MONTEREY
Municipal Government
35 Active
35
Organizations
ADAMS FIRE DISTRICT
ADAMS HOUSING AUTHORITY
BECKET WOODS ROAD AND MAINTENANCE DISTRICT
BERKSHIRE CONSERVATION DISTRICT
BERKSHIRE COUNTY REGIONAL HOUSING AUTHORITY
BERKSHIRE REGIONAL TRANSIT AUTHORITY
BERKSHIRE WIND POWER COOPERATIVE CORPORATION
BOSTON HOUSING AUTHORITY
BRIGGSVILLE WATER DISTRICT
CENTER POND PRESERVATION & RESTORATION
DALTON FIRE AND WATER DISTRICT
DALTON FIRE DISTRICT
DALTON HOUSING AUTHORITY
GOOSE POND MAINTENANCE DISTRICT
GREAT BARRINGTON FIRE DISTRICT
GREAT BARRINGTON HOUSING AUTHORITY
HOOSAC LAKE RESTORATION AND PRESERVATION DISTRICT
HOOSAC WATER QUALITY DISTRICT
LAKE BUEL RESTORATION PRESERVATION DISTRICT
LANESBOROUGH VILLAGE FIRE AND WATER DISTRICT
ADAMS FIRE DISTRICT
ADAMS HOUSING AUTHORITY
BECKET WOODS ROAD AND MAINTENANCE DISTRICT
BERKSHIRE CONSERVATION DISTRICT
BERKSHIRE COUNTY REGIONAL HOUSING AUTHORITY
BERKSHIRE REGIONAL TRANSIT AUTHORITY
BERKSHIRE WIND POWER COOPERATIVE CORPORATION
BOSTON HOUSING AUTHORITY
BRIGGSVILLE WATER DISTRICT
CENTER POND PRESERVATION & RESTORATION
DALTON FIRE AND WATER DISTRICT
DALTON FIRE DISTRICT
DALTON HOUSING AUTHORITY
GOOSE POND MAINTENANCE DISTRICT
GREAT BARRINGTON FIRE DISTRICT
GREAT BARRINGTON HOUSING AUTHORITY
HOOSAC LAKE RESTORATION AND PRESERVATION DISTRICT
HOOSAC WATER QUALITY DISTRICT
LAKE BUEL RESTORATION PRESERVATION DISTRICT
LANESBOROUGH VILLAGE FIRE AND WATER DISTRICT
ADAMS FIRE DISTRICT
ADAMS HOUSING AUTHORITY
BECKET WOODS ROAD AND MAINTENANCE DISTRICT
BERKSHIRE CONSERVATION DISTRICT
BERKSHIRE COUNTY REGIONAL HOUSING AUTHORITY
BERKSHIRE REGIONAL TRANSIT AUTHORITY
BERKSHIRE WIND POWER COOPERATIVE CORPORATION
BOSTON HOUSING AUTHORITY
BRIGGSVILLE WATER DISTRICT
CENTER POND PRESERVATION & RESTORATION
DALTON FIRE AND WATER DISTRICT
DALTON FIRE DISTRICT
DALTON HOUSING AUTHORITY
GOOSE POND MAINTENANCE DISTRICT
GREAT BARRINGTON FIRE DISTRICT
GREAT BARRINGTON HOUSING AUTHORITY
HOOSAC LAKE RESTORATION AND PRESERVATION DISTRICT
HOOSAC WATER QUALITY DISTRICT
LAKE BUEL RESTORATION PRESERVATION DISTRICT
LANESBOROUGH VILLAGE FIRE AND WATER DISTRICT
Special District
32 Active
32
Organizations
ADAMS CHESHIRE REG SCH DIST
CENTRAL BERKSHIRE REGIONAL SCHOOL DISTRICT
CLARKSBURG TOWN SCHOOLS
FARMINGTON RIVER REGIONAL SCHOOL DISTRICT
FLORIDA TOWN SCHS
HANCOCK TOWN SCHS
LEE TOWN SCH
LENOX TOWN SCH
MT GREYLOCK REG SCH DIST
NORTH ADAMS PUBLIC SCHOOLS
NORTH BERKSHIRE SUPERITENDENCY UNION 43
NORTHERN BERKSHIRE REG VOC SCHOOL DIST
PITTSFIELD CITY SCHOOLS
RICHMOND TOWN SCHS
SAVOY TOWN SCHS
SOUTH BERKSHIRE REG SCH DIST
ADAMS CHESHIRE REG SCH DIST
CENTRAL BERKSHIRE REGIONAL SCHOOL DISTRICT
CLARKSBURG TOWN SCHOOLS
FARMINGTON RIVER REGIONAL SCHOOL DISTRICT
FLORIDA TOWN SCHS
HANCOCK TOWN SCHS
LEE TOWN SCH
LENOX TOWN SCH
MT GREYLOCK REG SCH DIST
NORTH ADAMS PUBLIC SCHOOLS
NORTH BERKSHIRE SUPERITENDENCY UNION 43
NORTHERN BERKSHIRE REG VOC SCHOOL DIST
PITTSFIELD CITY SCHOOLS
RICHMOND TOWN SCHS
SAVOY TOWN SCHS
SOUTH BERKSHIRE REG SCH DIST
ADAMS CHESHIRE REG SCH DIST
CENTRAL BERKSHIRE REGIONAL SCHOOL DISTRICT
CLARKSBURG TOWN SCHOOLS
FARMINGTON RIVER REGIONAL SCHOOL DISTRICT
FLORIDA TOWN SCHS
HANCOCK TOWN SCHS
LEE TOWN SCH
LENOX TOWN SCH
MT GREYLOCK REG SCH DIST
NORTH ADAMS PUBLIC SCHOOLS
NORTH BERKSHIRE SUPERITENDENCY UNION 43
NORTHERN BERKSHIRE REG VOC SCHOOL DIST
PITTSFIELD CITY SCHOOLS
RICHMOND TOWN SCHS
SAVOY TOWN SCHS
SOUTH BERKSHIRE REG SCH DIST
School District
16 Active
16
Organizations
0753177 ADAMS TEMPLE & SCHOOL FUND
1000 FRIENDS OF MASSACHUSETTS
1009 MA LOC DPW FOREMEN SUPERVISORS
1016 LOCAL
103RD ELECTRICIANS PIPE & DRUM BAND INC
117 LOCAL
1208 LOCAL
121 West Chestnut Associates Inc
123 UP AND ADAM INC
1246-1250 MASSACHUSETTS AVE INC
12TH MAN-GO BLUE INC
13330 lakefront corp
152 COMMONWEALTH FOUNDATION INC
1751 LOCAL
178 LOCAL
1832T LOCAL
18 DEGREES INC
1BERKSHIRE STRATEGIC ALLIANCE FOUNDATION
1 BERKSHIRE STRATEGIC ALLIANCE INC.
1BERKSHIRE STRATEGIC ALLIANCE INC
0753177 ADAMS TEMPLE & SCHOOL FUND
1000 FRIENDS OF MASSACHUSETTS
1009 MA LOC DPW FOREMEN SUPERVISORS
1016 LOCAL
103RD ELECTRICIANS PIPE & DRUM BAND INC
117 LOCAL
1208 LOCAL
121 West Chestnut Associates Inc
123 UP AND ADAM INC
1246-1250 MASSACHUSETTS AVE INC
12TH MAN-GO BLUE INC
13330 lakefront corp
152 COMMONWEALTH FOUNDATION INC
1751 LOCAL
178 LOCAL
1832T LOCAL
18 DEGREES INC
1BERKSHIRE STRATEGIC ALLIANCE FOUNDATION
1 BERKSHIRE STRATEGIC ALLIANCE INC.
1BERKSHIRE STRATEGIC ALLIANCE INC
0753177 ADAMS TEMPLE & SCHOOL FUND
1000 FRIENDS OF MASSACHUSETTS
1009 MA LOC DPW FOREMEN SUPERVISORS
1016 LOCAL
103RD ELECTRICIANS PIPE & DRUM BAND INC
117 LOCAL
1208 LOCAL
121 West Chestnut Associates Inc
123 UP AND ADAM INC
1246-1250 MASSACHUSETTS AVE INC
12TH MAN-GO BLUE INC
13330 lakefront corp
152 COMMONWEALTH FOUNDATION INC
1751 LOCAL
178 LOCAL
1832T LOCAL
18 DEGREES INC
1BERKSHIRE STRATEGIC ALLIANCE FOUNDATION
1 BERKSHIRE STRATEGIC ALLIANCE INC.
1BERKSHIRE STRATEGIC ALLIANCE INC
Nonprofit Organization
6232 Active
6232
Organizations
Community Partners133 organizations
BERKSHIRE DREAM CENTER INC.
Municipal Government·PITTSFIELD
CITY OF NORTH ADAMS
Municipal Government·NORTH ADAMS
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
Municipal Government·BOSTON
METROPOLITAN AREA PLANNING COUNCIL
Municipal Government·BOSTON
TOWN OF BECKET AMBULANCE DEPARTMENT
Municipal Government·BECKET
TOWN OF CLARKSBURG
Municipal Government·CLARKSBURG
TOWN OF EGREMONT
Municipal Government·NORTH EGREMONT
TOWN OF FLORIDA
Municipal Government·DRURY
TOWN OF HANCOCK
Municipal Government·HANCOCK
TOWN OF LANESBOROUGH
Municipal Government·LANESBOROUGH
TOWN OF LEE
Municipal Government·LEE
TOWN OF MONTEREY
Municipal Government·MONTEREY
TOWN OF NEW ASHFORD
Municipal Government·NEW ASHFORD
TOWN OF NEW MARLBOROUGH
Municipal Government·MILL RIVER
TOWN OF PERU
Municipal Government·PERU
TOWN OF SANDISFIELD
Municipal Government·SANDISFIELD
TOWN OF WASHINGTON
Municipal Government·WASHINGTON
TOWN OF WINDSOR
Municipal Government·WINDSOR
TOWN OF WINDSOR MA.
Municipal Government·WINDSOR
ADAMS FIRE DISTRICT
Special District·ADAMS
ADAMS HOUSING AUTHORITY
Special District·ADAMS
BECKET WOODS ROAD AND MAINTENANCE DISTRICT
Special District·BECKET
BERKSHIRE COUNTY REGIONAL HOUSING AUTHORITY
Special District·PITTSFIELD
BOSTON HOUSING AUTHORITY
Special District·BOSTON
BRIGGSVILLE WATER DISTRICT
Special District·CLARKSBURG
CENTER POND PRESERVATION & RESTORATION
Special District·BECKET
DALTON FIRE AND WATER DISTRICT
Special District·DALTON
DALTON FIRE DISTRICT
Special District·DALTON
DALTON HOUSING AUTHORITY
Special District·DALTON
GOOSE POND MAINTENANCE DISTRICT
Special District·LEE
GREAT BARRINGTON HOUSING AUTHORITY
Special District·GREAT BARRINGTON
HOOSAC LAKE RESTORATION AND PRESERVATION DISTRICT
Special District·CHESHIRE
HOOSAC WATER QUALITY DISTRICT
Special District·WILLIAMSTOWN
LAKE BUEL RESTORATION PRESERVATION DISTRICT
Special District·MILL RIVER
LANESBOROUGH VILLAGE FIRE AND WATER DISTRICT
Special District·LANESBOROUGH
LEE HOUSING AUTHORITY
Special District·LEE
LENOX HOUSING AUTHORITY
Special District·LENOX
MASSACHUSETTS MUSEUM OF CONTEMPORARY ART CULTURAL DEVELOPMENT COMMISSION
Special District·NORTH ADAMS
NORTH ADAMS HOUSING AUTHORITY
Special District·NORTH ADAMS
PITTSFIELD HOUSING AUTHORITY
Special District·PITTSFIELD
SHERWOOD FOREST LAKE
Special District·BECKET
SHERWOOD GREENS ROAD IMPR & MAINT DIST
Special District·BECKET
SOUTHERN BERKSHIRE SOLID WASTE MANAGEMENT DISTRICT
Special District·PITTSFIELD
WILLIAMSTOWN FIRE DISTRICT
Special District·WILLIAMSTOWN
WILLIAMSTOWN HOUSING AUTHORITY
Special District·WILLIAMSTOWN
FLORIDA TOWN SCHS
School District·NORTH ADAMS
HANCOCK TOWN SCHS
School District·LANESBOROUGH
NORTH BERKSHIRE SUPERITENDENCY UNION 43
School District·CLARKSBURG
RICHMOND TOWN SCHS
School District·LANESBOROUGH
SAVOY TOWN SCHS
School District·NORTH ADAMS
0753177 ADAMS TEMPLE & SCHOOL FUND
Nonprofit Organization·BOSTON
1000 FRIENDS OF MASSACHUSETTS
Nonprofit Organization·BOSTON
1009 MA LOC DPW FOREMEN SUPERVISORS
Nonprofit Organization·Boston
1016 LOCAL
Nonprofit Organization·BOSTON
103RD ELECTRICIANS PIPE & DRUM BAND INC
Nonprofit Organization·BOSTON
117 LOCAL
Nonprofit Organization·BOSTON
1208 LOCAL
Nonprofit Organization·BOSTON
121 West Chestnut Associates Inc
Nonprofit Organization·Boston
123 UP AND ADAM INC
Nonprofit Organization·Pittsfield
1246-1250 MASSACHUSETTS AVE INC
Nonprofit Organization·BOSTON
12TH MAN-GO BLUE INC
Nonprofit Organization·DALTON
13330 lakefront corp
Nonprofit Organization·BOSTON
152 COMMONWEALTH FOUNDATION INC
Nonprofit Organization·BOSTON
1751 LOCAL
Nonprofit Organization·BOSTON
178 LOCAL
Nonprofit Organization·BOSTON
1832T LOCAL
Nonprofit Organization·BOSTON
18 DEGREES INC
Nonprofit Organization·PITTSFIELD
1BERKSHIRE STRATEGIC ALLIANCE FOUNDATION
Nonprofit Organization·PITTSFIELD
1 BERKSHIRE STRATEGIC ALLIANCE INC.
Nonprofit Organization·PITTSFIELD
1BERKSHIRE STRATEGIC ALLIANCE INC
Nonprofit Organization·PITTSFIELD
1HEAD 1 BODY INC
Nonprofit Organization·Boston
1 Hour Party Inc
Nonprofit Organization·BOSTON
2001 LOCAL
Nonprofit Organization·BOSTON
2020 ACTION FUND INC
Nonprofit Organization·Boston
228 TACONIC CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·PITTSFIELD
24 Cares Inc
Nonprofit Organization·Boston
24 LOCAL
Nonprofit Organization·BOSTON
250 CAMBRIDGE STREET CORP
Nonprofit Organization·Boston
257 LOCAL
Nonprofit Organization·BOSTON
28676359 TOASTMASTERS AT PIER4
Nonprofit Organization·Boston
2ND ACT ORG INC
Nonprofit Organization·BOSTON
305-333 Rock Corp
Nonprofit Organization·BOSTON
305T LOCAL
Nonprofit Organization·BOSTON
350ORG
Nonprofit Organization·BOSTON
350ORG ACTION FUND
Nonprofit Organization·BOSTON
359 LOCAL
Nonprofit Organization·BOSTON
3685 LOCAL COUNCIL 93 MOUNTAIN VIEW
Nonprofit Organization·Boston
46 ROCKLAND STREET BUILDING CORPORATION
Nonprofit Organization·BOSTON
470 PLEASANT STREET HOLDINGS COMPANY
Nonprofit Organization·BOSTON
484 LOCAL
Nonprofit Organization·BOSTON
486C LOCAL
Nonprofit Organization·BOSTON
4 BISHOP STREET INC
Nonprofit Organization·BOSTON
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·West Stockbridge
513 LOCAL
Nonprofit Organization·BOSTON
533 LOCAL
Nonprofit Organization·BOSTON
554 LOCAL
Nonprofit Organization·BOSTON
5 RIGHTS INCORPORATED
Nonprofit Organization·Boston
616TU LOCAL
Nonprofit Organization·BOSTON
75 LOCAL
Nonprofit Organization·BOSTON
89 SOUTH CARE SUPPORT INC
Nonprofit Organization·PITTSFIELD