Fidelity Investors Management, LLC (Boston)


Fidelity Investors Management, LLC is a large advisory firm based in Boston. It manages $1.48 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.

Fidelity Investors Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fidelity Investors Management: assets under management

The assets under management (AUM) of Fidelity Investors Management, LLC is $1.48 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.48 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $185.21 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Fidelity Investors Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Fidelity Investors Management, LLC

Edward Crosby Johnson has been acting as President since 1 May 1998. Kenneth Alan Rathgeber joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Edward Crosby Johnson Director/chairman of the board 1 May 1998 Other 1492513
James C Curvey Director 1 May 1998 Other 2293087
Timothy T Hilton Director 1 May 1998 Other 4380805
Donald Slade Heaton Chief financial officer/vice president 1 May 1998 Other 2195168
John J Remondi Chief executive officer/president 1 May 1998 Other 4348172
David Charles Weinstein Vice president 1 May 1998 Other 3109568
Jay Freedman Secretary 1 May 1998 Other 2762408
Susan Englander Hislop Assistant secretary 1 May 1998 Other 4348182
Abigail Pierrepont Johnson Shareholder 1 May 1998 Other 4340399
Susan Englander Sturdy Assistant secretary 1 May 1998 Other 4348182
Gary Greenstein Vice president 1 Apr 2000 Other 2762409
Peter Svorinic Compliance officer 1 May 2001 Other 1403501
Andrew D Flaster Vice president 1 Nov 2001 Other 4519550
Robert C Ketterson Vice president 1 Nov 2001 Other 1963670
Kevin James Kelly Senior vice president 1 Nov 2001 Other 1063865
Kevin James Kelly Director 1 Apr 2002 Other 1063865
Robert Anthony Lawrence Director 1 Apr 2002 Other 1718925
John Richard Corcoran Compliance officer 1 Sep 2002 Other 2042260
Robert M Gervis President 1 Sep 2003 Other 4347068
John J Remondi Shareholder 1 Sep 2003 Other 4348172
Mark Ferrari Svp & cfo 1 May 2004 Other 4805553
Scott Hagg Treasurer 1 May 2004 Other 4806924
Kenneth Alan Rathgeber Chief compliance officer 1 Oct 2004 Other 2400619

Based in Boston

The principal office where Fidelity Investors Management, LLC performs its advisory services is located at 100 Summer Street, 7 Th Floor, Boston, MA 02109 The mailing address of the firm is 200 Liberty Street, New York, NY 10281. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-563-6294 or by fax 617-476-5015. The normal business hours are 9:00am - 5:00pm on Monday - Friday.