Kevin Lee Downing
Investment adviser representative at Fidelity Institutional Wealth Adviser LLC
10 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
10 years in the industry.
- Fidelity Institutional Wealth Adviser LLCNov 2024 to now
- Fidelity InvestmentsJun 2021 to now
- Bates CollegeAug 2020 to May 2021
- Lindale PartnersJun 2020 to Aug 2020
- Bates CollegeAug 2019 to May 2020
- Fidelity InvestmentsJun 2019 to Aug 2019
- Bates CollegeAug 2018 to May 2019
- The Club At New SeaburyJun 2018 to Aug 2018
- Bates CollegeAug 2017 to Jun 2018
- The Club At New SeaburyJun 2017 to Aug 2017
- Catholic Memorial High SchoolSep 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
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
- 7397078
- Firm CRD
- 301896