Karle Mclaughlin
Investment adviser representative at Fidelity Institutional Wealth Adviser LLC
21 yearsExperience
3 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
21 years in the industry.
- Fidelity Institutional Wealth Adviser LLCAug 2023 to now
- Fidelity InvestmenstJun 2022 to now
- EnvestnetJun 2005 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (IL, 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
- 7599935
- Firm CRD
- 301896