Mayank Goradia
Investment adviser representative at Fidelity Institutional Wealth Adviser LLC
14 yearsExperience
3 statesRegistered 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
14 years in the industry.
- Fidelity Institutional Wealth Adviser LLCJun 2022 to now
- Fidelity InvestmentsAug 2012 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 3 states (MA, RI, TX).
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
- 6109476
- Firm CRD
- 301896