Laura
Ennis

Fidelity Institutional Wealth Adviser LLC

CRD#5467519
Investment Advisor
in Dallas, TX

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About this Advisor

Laura Ennis is a financial advisor based in Dallas, Texas, working with Fidelity Institutional Wealth Adviser LLC. Laura has previously held positions at Premier Island Management Group - Portofino Island Resort, Zoe's Kitchen, John Hancock Distributors LLC, LPL Financial LLC, Fidelity Investments, AT&T - Spring Mobile, and John Hancock. Laura has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois and Texas. Currently, Laura is part of Fidelity Institutional Wealth Adviser LLC, which operates out of Dallas, Texas. 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 65

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

Dallas, TX

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Fidelity Institutional Wealth Adviser LLC Brokerage Details

Total Assets Under Management

$3,931,298,951

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

174

TX Average: 118
Total Number of Accounts

423

TX Average: 4,567
Average Account Size

$9,293,851

TX 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

Laura Ennis Work History

2019 - Present (5 years)

Fidelity Investments

2018 - 2019 (1 year)

Lpl Financial LLC

2016 - 2018 (2 years)

John Hancock Distributors LLC

2016 - 2018 (2 years)

John Hancock

2015 - 2016 (1 year)

At&T - Spring Mobile

2014 - 2015 (1 year)

Premier Island Management Group - Portofino Island Resort

2014 - 2014 (< 1 year)

Zoe'S Kitchen

Disclosures

Please visit the SEC profile of Laura Ennis 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

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

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