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Mayank Goradia

Fidelity Institutional Wealth Adviser LLC

Westborough, MA

Smithfield, RI

CRD 6109476

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Employer firm

Fidelity Institutional Wealth Adviser LLC CRD 301896

$9.38B regulatory AUM 64,306 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars
  • OVERLAY PORTFOLIO MANAGEMENT; NON-DISCRETIONARY INVESTMENT ADVICE

From the firm’s Form ADV. Read the guides:

Current Employers
Fidelity Institutional Wealth Adviser Llc

245 Summer Street, Boston, MA 02210 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-02-02
MA RA APPROVED 2022-06-08
RI RA APPROVED 2022-06-06
  • TX RA
    APPROVED
    Since 2023-02-02
  • MA RA
    APPROVED
    Since 2022-06-08
  • RI RA
    APPROVED
    Since 2022-06-06

Branch Locations

Westborough, MA • United States

500 Salem Street, Smithfield, RI 02917-1288 • 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 Smitfield RI 08/2012 Present
  • 08/2012 → Present
    Fidelity Investments
    Smitfield, RI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-12-31
  • S63 Uniform Securities Agent State Law Examination
    2013-12-31
Designations
  • Chartered Financial Analyst
Other Names
  • Mayank Goradia
  • Mayank Dhirendra Goradia

View on SEC IAPD

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