John C. Veit
Investment adviser representative at Fidelity Institutional Wealth Adviser LLC
16 yearsExperience
1 stateRegistered in
CFADesignation
$9.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Fidelity Institutional Wealth Adviser LLCAug 2026 to now
- Fidelity Brokerage Services LLCMar 2026 to now
- Fidelity InvestmentsMar 2026 to now
- UnemployedFeb 2025 to Feb 2026
- J.P. Morgan Securities LLCOct 2023 to Jan 2025
- First Republic Investment Management, IncOct 2021 to Oct 2023
- First Republic Securities Company, LLCOct 2021 to Oct 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2010 to Oct 2021
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Fidelity Institutional Wealth Adviser LLC
$9.4BAssets managed
65,862Clients
39Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4682845
- Firm CRD
- 301896