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EA

Eduardo R. Abreu

FIDELITY DISTRIBUTORS COMPANY LLC
Jersey City, NJ 07310
Some features on this profile are disabled
CRD#: 5029345
EA

Professional summary

Eduardo R. Abreu, who also goes by Eduardo Rafael Abreu, Eduardo Abreu, is a registered financial professional currently at FIDELITY DISTRIBUTORS COMPANY LLC located in Jersey City, New Jersey.

Eduardo is registered as a RR (Registered Representative) and started their career in finance in 2005. Eduardo has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Eduardo Rafael Abreu | Eduardo Abreu

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Digital Asset Management Network LLC, 804 S. Douglas Road, Suite 365, Coral Gables, FL 33134 - As of May 2017, Mr. Abreu has a 25% ownership interest in the company which is a private family company engaged in a technology venture. He is a director and passive investor who devotes approximately one hour per month to this activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Eduardo R. Abreu's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 3, 2025 - Present

FIDELITY DISTRIBUTORS COMPANY LLC

Office #1: 499 Washington Blvd, Jersey City, NJ 07310
BD
CRD#: 17507
Jersey City, NJ
Past

April 8, 2021 - February 13, 2025

POLYMATH CAPITAL ADVISORS, LLC.

RIA
CRD#: 310229
WESTON, CT
Past

January 15, 2008 - April 9, 2020

LAZARD ASSET MANAGEMENT SECURITIES LLC

BD
CRD#: 129119
NEW YORK, NY
Past

December 9, 2005 - January 9, 2008

UBS INTERNATIONAL INC.

RIA
CRD#: 107726
NEW YORK, NY
Past

October 25, 2005 - January 9, 2008

UBS INTERNATIONAL INC.

BD
CRD#: 107726
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(6/4/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/8/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/24/2005
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

FD
FIDELITY DISTRIBUTORS COMPANY LLC
FIDELITY DISTRIBUTORS COMPANY LLC | INSTITUTIONAL COMPANY, INC. | FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. | FIDELITY INSTITUTIONAL RETIREMENT SERVICES COMPANY

CRD#: 17507 / SEC#: , 8-35097

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
900 Salem Street, Smithfield, RI 02917
Mailing Address
Two Destiny Way Mail Zone Wg3d, Westlake, TX 76262
Phone number
(800) 237-8132
Established
Delaware since 01/01/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
FIDELITY GLOBAL BROKERAGE GROUP, INC.STOCKHOLDER
ACKERMAN, CHARLES ALLANDIRECTOR2168517
ADAMS, ROBERTCOO1291582
GUSTAFSON, DALTONPRESIDENT/DIRECTOR2439305
HAGGERTY, MARK AEXECUTIVE VICE PRESIDENT/DIRECTOR4347837
KAVANAUGH, NATALIE ANNCHIEF LEGAL OFFICER
MCGINTY, JOHN JR.CHIEF COMPLIANCE OFFICER5560420
RHODES, NOAH BUTLERCHIEF FINANCIAL OFFICER6546392

Disclosures

Regulatory Event3
Arbitration17

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507Jersey City, NJ 07310

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