Network·Family Office

Fidelity Diversifying Solutions LLC

Unclaimed

📍 BOSTON, MA

Family Officefinancial serviceshealthcareconsumer
www.fidelity.com

SEC CRD #801-122572

About

Fidelity Investments - Retirement Plans, Investing, Brokerage, Wealth Management, Financial Planning and Advice, Online Trading. Invest today and plan for tomorrow We can help you get started. Open an account I need guidance Start investing Invest smart from the start with a brokerage account $0 account fees 2 Keep your money working toward your goals. $0 commissions Trade US stocks and ETFs commission free online. 1 Trade any amount Buy US stocks and ETFs for as little as $1 with fractional shares. 3 Open a brokerage account Explore ways to invest Save for retirement Plan for the possibilities ahead with a Roth IRA Tax savings Any investment growth in a Roth is tax-free, with tax-free withdrawals in retirement. 4 Access to your contributions Any amount you add to your Roth can be withdrawn without taxes or penalties, anytime, for any reason. Numerous ways to invest Whether you invest on your own or have us do it, you can choose from stocks to ETFs to crypto and more. Open a Roth IRA Explore retirement planning Save for health care Save, earn, and invest for health care with an HSA Triple-tax advantage Get tax-deductible contributions, no immediate tax on earnings, and tax-free withdrawals for qualified medical expenses. 5 No account fees Fidelity’s HSA has no account fees or minimums, and $0 commissions for US stock ETF trades. 6 Not “use-it-or-lose-it” The money’s always yours. You can earn interest on cash, grow your account by investing, or do both. Open an HSA Explore he

Key Contact

SB

STEPHANIE BROWN

CHIEF COMPLIANCE OFFICER

📞 (617) 563-7000

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Geographic Focus

maunited statesglobalnortheast

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AUM

$18.9B

Location

BOSTON, MA

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