Michael
Farrell
Fidelity Institutional Wealth Adviser LLC
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About this Advisor
Michael Farrell is a financial advisor based in East Longmeadow, Massachusetts, working with Fidelity Institutional Wealth Adviser LLC. Michael has previously held a position at National Financial Services LLC. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts and Texas. Currently, Michael is part of Fidelity Institutional Wealth Adviser LLC, which operates out of East Longmeadow, Massachusetts. The firm has 24 offices and 174 employees. The firm manages assets totaling $3.9 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Fidelity Institutional Wealth Adviser LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fidelity Institutional Wealth Adviser LLC Brokerage Details
$3,931,298,951
174
423
$9,293,851
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Michael Farrell Work History
National Financial Services LLC
Disclosures
Please visit the SEC profile of Michael Farrell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fidelity Institutional Wealth Adviser LLC
Smithfield, RI
East Longmeadow, MA
Norwalk, CA
Roanoke, TX
Boston, MA
Boston, MA
Boston, MA
Dallas, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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