Megan E. Tracy
Investment adviser representative at Fidelity Institutional Wealth Adviser LLC
11 yearsExperience
1 stateRegistered in
$9.4BFirm assets
7 yearsFirm in business
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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
11 years in the industry.
- Fidelity Institutional Wealth Adviser LLCDec 2025 to now
- Fidelity InvestmentsFeb 2025 to now
- Alliancebernstein Investments, Inc.Oct 2017 to Jan 2025
- UnemployedAug 2017 to Oct 2017
- Pioneer InvestmentsJul 2015 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 5200798
- Firm CRD
- 301896