Fidelity Institutional Wealth Services is a leading provider of trading, custody and brokerage services to Registered Investment Advisors, Trust Institutions and Third Party Administrators. The company is able to leverage the capital, resources and expertise of the Fidelity organization, one of the world’s largest financial services companies, on behalf of its clients. This includes access to a comprehensive set of products and services, innovative investment tools and research, an integrated brokerage and trust platform, and dedicated client service professionals – all designed to help its clients thrive by growing their businesses, more effectively meeting customer needs, and enhancing operational efficiency and profitability. Fidelity Institutional Wealth Services custodies more than $1.7 trillion in assets on behalf of nearly 3,850 clients, as of December 31, 2016.
Fidelity Institutional Wealth Services is one of the firms that we use to custody our client assets. Fidelity Institutional Wealth Services, Private Advisor Group, Clinton Wealth Management LLC, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or polices. Fidelity Institutional Wealth Services does not endorse or recommend any advisor and the use of the Fidelity Institutional Wealth Services logo does not represent the endorsement or recommendation of any advisor.
TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent registered investment advisors (RIAs). Their advanced technology platform, coupled with personal support from their dedicated service teams, allows investment advisors to grow and manage their practices more efficiently and effectively, while optimizing time with clients. TD Ameritrade Institutional is also committed to advocating on behalf of advisors and their clients on important issues. They understand the importance of being a fiduciary and strive to support RIAs in their efforts to serve their clients.
TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Private Advisor Group, Clinton Wealth Management LLC, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or polices. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, a Division of TD Ameritrade, Inc., member FINRA/SPIC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and the Toronto-Dominion Bank.