RW
Robert L. Wilson
FIDELITY BROKERAGE SERVICES
SMITHFIELD, RI 02917
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CRD#: 8017528
RW
Robert Lamont WilsonFIDELITY BROKERAGE SERVICES
Professional summary
Robert Lamont Wilson, who also goes by Robert Lamont Wilson, is a registered financial professional currently at FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.
Robert is registered as a RR (Registered Representative) and started their career in finance in 2024. Robert has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
Aliases
Robert Lamont Wilson
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.
1. 02/17/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Jersey City, NJ - OBA Start Date: 02/12/2026 2. 02/17/2026 - Robert Lamont Wilson, N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Jersey City, NJ - OBA Start Date: 02/12/2026
CRS (Client Relationship Summary) - BD
Click below to view Robert Lamont Wilson'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®
NoneExperience
Current
July 30, 2026 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 900 Salem Street, Smithfield, RI 02917BD
CRD#: 7784
SMITHFIELD, RI
Past
February 18, 2026 - May 19, 2026
LPL ENTERPRISE, LLC
RIA
CRD#: 8733
BASKING RIDGE, NJ
Past
February 18, 2026 - May 19, 2026
LPL ENTERPRISE, LLC
BD
CRD#: 8733
BASKING RIDGE, NJ
Past
November 5, 2025 - February 12, 2026
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
NEW YORK, NY
Past
October 28, 2025 - February 12, 2026
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
NEW YORK, NY
Past
December 11, 2024 - August 11, 2025
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
NEW YORK, NY
Past
December 10, 2024 - August 11, 2025
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
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
Arkansas(8/4/2026)
RR
California(8/4/2026)
RR
Colorado(8/3/2026)
RR
Connecticut(8/3/2026)
RR
Delaware(8/3/2026)
RR
District of Columbia(8/3/2026)
RR
Florida(8/4/2026)
RR
Georgia(8/4/2026)
RR
Idaho(8/3/2026)
RR
Illinois(8/4/2026)
RR
Indiana(8/3/2026)
RR
Iowa(8/4/2026)
RR
Kansas(8/3/2026)
RR
Louisiana(8/3/2026)
RR
Maine(8/3/2026)
RR
Maryland(8/5/2026)
RR
Michigan(8/5/2026)
RR
Minnesota(8/3/2026)
RR
Missouri(8/3/2026)
RR
Montana(8/4/2026)
RR
Nebraska(8/4/2026)
RR
Nevada(8/3/2026)
RR
New Hampshire(8/4/2026)
RR
New Jersey(7/30/2026)
RR
New Mexico(8/4/2026)
RR
New York(8/3/2026)
RR
North Carolina(8/4/2026)
RR
North Dakota(8/6/2026)
RR
Ohio(8/3/2026)
RR
Oklahoma(8/3/2026)
RR
Pennsylvania(8/5/2026)
RR
Rhode Island(8/4/2026)
RR
South Carolina(8/6/2026)
RR
South Dakota(8/3/2026)
RR
Tennessee(8/4/2026)
RR
Texas(8/4/2026)
RR
Utah(8/6/2026)
RR
Vermont(8/3/2026)
RR
Virginia(8/3/2026)
RR
Washington(8/4/2026)
RR
Wisconsin(8/3/2026)
RR
Wyoming(8/3/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/10/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
FB
FIDELITY BROKERAGE SERVICES LLC
FIDELITY BROKERAGE SERVICES LLC | FIDELITY BROKERAGE SERVICES, LLC | FIDELITY BROKERAGE SERVICES, INC.
CRD#: 7784 / SEC#: , 8-23292
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
(617) 563-7000
Established
Delaware since 06/08/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FIDELITY GLOBAL BROKERAGE GROUP, INC. | MEMBER | |
| BRANDNER, CLINT RYAN | CHIEF OPERATIONS OFFICER | 7209362 |
| CENATIEMPO, PHILIP J | HEAD OF STRATEGY, PLANNING & ADVICE | 4809405 |
| DYER, JANET MARIE | CO - CHIEF COMPLIANCE OFFICER | 3186352 |
| MASCIALINO, ROBERT RAYMOND | PRESIDENT/CEO/DIRECTOR | 2078086 |
| MCLAUGHLIN, KEVIN MICHAEL | CHIEF FINANCIAL OFFICER | 5392417 |
| MERKEN, GAIL RACHEL | CHIEF COMPLIANCE OFFICER | 5546717 |
| PETERSON, PAUL DAVID | HEAD OF INVESTMENT ADVISOR GROUP | 2387115 |
| STURDY, CHARLES HANCOCK | SECRETARY AND GENERAL COUNSEL |
Disclosures
| Regulatory Event | 23 |
| Arbitration | 126 |
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 BROKERAGE SERVICES LLC
CRD#: 7784Smithfield, RI 02917TRUST BUT VERIFY
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