FIDELITY DIVERSIFYING SOLUTIONS LLC

245 Summer Street
Boston, Massachusetts 02210
Tel: 617-563-7000

About FIDELITY DIVERSIFYING SOLUTIONS LLC

FIDELITY DIVERSIFYING SOLUTIONS LLC, formally registered with the SEC as FIDELITY DIVERSIFYING SOLUTIONS LLC. The firm was established in 10/29/2021. They have over 3 offices throughout the country.

FIDELITY DIVERSIFYING SOLUTIONS LLC is a Boston, Massachusetts based Financial Planning firm with nearly $2,602,048,037 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	315088
SEC#	801-122572
Assets Managed by Firm	$2,602,048,037
No. of Clients	16
No. of Advisors	22

Fee Structure

A percentage of AUM
Performance Based
Other (ADMINISTRATION FEES. PERCENTAGE OF REVENUE FROM AFFILIATES.)

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	16	$2,602,048,037

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