← Back to Registry
Fidelity Institutional
📍 Boston, Massachusetts
🇺🇸 US
Fidelity Institutional is the division of Fidelity Investments that provides custody, clearing and wealth technology to registered investment advisors (RIAs), broker-dealers, banks and family offices. Its offering centers on custody and includes the Wealthscape brokerage platform, execution and clearing services, practice management resources and investment products. More than 3,800 advisory firms use the platform. Fidelity Investments as a whole reported assets under administration of 16.4 trillion dollars as of June 30, 2025.
Services & Coverage
United Statesequitiesfixed incomemutual fundsETFsalternatives
custodyclearingria-platformwealth-technologybroker-dealer-serviceswealthscapeinstitutional-wealth
🏛 Regulatory Status
United StatesBroker-Dealer (clearing and custody provided through National Financial Services LLC)License #CRD 13041 / SEC 8-26740
Company Info
Founded 1946
Size Large
Key Executives
Marc Squires (Institutional Wealth Management Services)Tobias Donath (Head of Go-To-Market and Strategy, IWMS)