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Robert C. Neff

Fidelity Institutional Wealth Adviser LLC

Boston, MA

Norwood, MA

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Current Employers
Fidelity Institutional Wealth Adviser Llc

245 Summer Street, Boston, MA 02210 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-02-27
RI RA APPROVED 2025-02-21
TX RA APPROVED 2025-02-21
  • MA RA
    APPROVED
    Since 2025-02-27
  • RI RA
    APPROVED
    Since 2025-02-21
  • TX RA
    APPROVED
    Since 2025-02-21

Branch Locations

245 Summer Street, Boston, MA 02210-1129 • United States

Norwood, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Boston MA 01/2010 Present
  • 01/2010 → Present
    Fidelity Investments
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-10
S66 Uniform Combined State Law Examination 2005-09-01
  • S65 Uniform Investment Adviser Law Examination
    2025-02-10
  • S66 Uniform Combined State Law Examination
    2005-09-01
Other Names
  • Robert Neff
  • Robert Cappi Neff

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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