Mindy
Freedman
Fidelity Institutional Wealth Adviser LLC
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About this Advisor
Mindy Freedman is a financial advisor based in Boston, Massachusetts, working with Fidelity Institutional Wealth Adviser LLC. Mindy has previously held positions at Eaton Vance Management, Eaton Vance Distributors, Inc, State Street, Mfs, Nordstrom, Rue La La, Babson College, Freedman Financial, Natixis Investment Managers, and Fidelity Investments. Mindy has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts and Texas. Currently, Mindy is part of Fidelity Institutional Wealth Adviser LLC, which operates out of Boston, 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
Mindy Freedman Work History
Fidelity Investments
Natixis Investment Managers
Eaton Vance Management
Eaton Vance Distributors, Inc
Freedman Financial
State Street
Mfs
Nordstrom
Rue La La
Babson College
Disclosures
Please visit the SEC profile of Mindy Freedman 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
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Boston, MA
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Boston, MA
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Smithfield, RI
Boston, MA
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