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FIDELITY DIVERSIFYING SOLUTIONS LLC

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

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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 StatusApproved
Firm CRD#315088
SEC#801-122572
Assets Managed by Firm$2,602,048,037
No. of Clients16
No. of Advisors22

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 ClientsAUM
Firm Total16$2,602,048,037

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