Derek
Waslick

Fidelity Institutional Wealth Adviser LLC

CRD#5915843
Investment Advisor
in Smithfield, RI

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About this Advisor

Derek Waslick is a financial advisor based in Smithfield, Rhode Island, working with Fidelity Institutional Wealth Adviser LLC. Derek has previously held positions at Mml Investors Services LLC, Massachusetts Mutual Life Insurance Company, Massmutual, and Fidelity Investments. Derek has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts, Rhode Island, and Texas. Currently, Derek is part of Fidelity Institutional Wealth Adviser LLC, which operates out of Smithfield, Rhode Island. 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

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

500 Salem Street
Smithfield, RI 02917

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Fidelity Institutional Wealth Adviser LLC Brokerage Details

Total Assets Under Management

$3,931,298,951

RI Average: $16,012,751,954
Total Number of Employees

174

RI Average: 118
Total Number of Accounts

423

RI Average: 4,567
Average Account Size

$9,293,851

RI Average: $3,506,186

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

Derek Waslick Work History

2021 - Present (3 years)

Fidelity Investments

2020 - 2021 (1 year)

Massmutual

2014 - 2020 (6 years)

Mml Investors Services LLC

2014 - 2020 (6 years)

Massachusetts Mutual Life Insurance Company

Disclosures

Please visit the SEC profile of Derek Waslick 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

Pooja Raju-Shankar
Boston, MA
Laura Ennis
Dallas, TX
Thomas Betros
Boston, MA
Mindy Freedman
Boston, MA
Derek Waslick
Smithfield, RI
Taylor Hankins
Roanoke, TX
Nathaniel Chang
Norwalk, CA
Michael Farrell
East Longmeadow, MA

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