Mindy Freedman
Investment adviser representative at Fidelity Institutional Wealth Adviser LLC
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Fidelity Institutional Wealth Adviser LLCMay 2024 to now
- Fidelity InvestmentsAug 2022 to now
- Natixis Investment ManagersAug 2019 to Jul 2022
- Eaton Vance Distributors, Inc.Jun 2018 to Jul 2019
- Eaton Vance ManagementJun 2018 to Jul 2019
- Freedman FinancialJun 2018 to Aug 2018
- State StreetJun 2017 to Aug 2017
- Babson CollegeAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 6374082
- Firm CRD
- 301896