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CRD#: 299736
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

FIDELITY PRIME FINANCING is located at 155 Seaport Boulevard, Boston, MA 02210 and was first established at Boston, Delaware in 10/02/2018. After operating for 7 years, FIDELITY PRIME FINANCING has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of FIDELITY PRIME FINANCING’s clients are individuals and 0% of their clients are high net worth individuals. FIDELITY PRIME FINANCING has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at FIDELITY PRIME FINANCING are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access FIDELITY PRIME FINANCING‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at FIDELITY PRIME FINANCING. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for FIDELITY PRIME FINANCING Comes From

Understanding the Statistics for FIDELITY PRIME FINANCING and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
155 Seaport Boulevard, Boston, MA 02210
Mailing Address
245 Summer Street Mail Zone: V1b, Boston, MA 02210
Firm Size
Small
Phone Number
(617) 563-0844
Established
Delaware since 10/02/2018
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
FIDELITY GLOBAL BROKERAGE GROUP, INC.OWNER
CREEDON, ADAMCHIEF COMPLIANCE OFFICER5417517
HUNT, JON PETERDIRECTOR2270130
MARCHUK, ANTON VELECTED MANAGER4002432
REMMES, GREGORY JOHNPRINCIPAL OPERATIONS OFFICER, ELECTED MANAGER2169049
RHODES, NOAH BUTLERCHIEF FINANCIAL OFFICER6546392
RICHARD, STEPHEN ROBERTPRESIDENT; ELECTED MANAGER3113456
RYAN, KRISTAC.L.O.; SECRETARY
TESAURO, THOMAS JOHNC.E.O., ELECTED MANAGER1862532

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Advisor's working at FIDELITY PRIME FINANCING

TT

Thomas John Tesauro

Thomas John Tesauro
RR
CRD#: 1862532
Location:
New York City, NY 10019
Company:
NATIONAL FINANCIAL SERVICES LLC
Disclosures:
Experience:
37 years
View Profile
GR

Gregory J Remmes

Greg Remmes, Gregory John Remmes, Gregory Remmes
RR
CRD#: 2169049
Location:
Boston, MA 02210
Company:
NATIONAL FINANCIAL SERVICES LLC
Disclosures:
Experience:
34 years
View Profile
EO

Edward D. O'brien

Edward D O'brien, Edward Daniel O'brien, Edward Daniel Obrien
RR
CRD#: 2239064
Location:
Boston, MA 02210
Company:
FIDELITY BROKERAGE SERVICES LLC
Disclosures:
Experience:
33 years
View Profile
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