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Kevin Lee Downing

Fidelity Institutional Wealth Adviser LLC

Boston, MA

Boston, MA

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Current Employers
Fidelity Institutional Wealth Adviser Llc

245 Summer Street, Boston, MA 02210 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-23
MA RA APPROVED 2024-11-05
  • TX RA
    APPROVED
    Since 2025-01-23
  • MA RA
    APPROVED
    Since 2024-11-05

Branch Locations

Boston, MA • United States

245 Summer Street, Boston, MA 02210-1129 • 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 Smithfield RI 06/2021 Present
Lindale Partners Dallas TX 06/2020 08/2020
Bates College Lewiston ME 08/2019 05/2020
Fidelity Investments Boston MA 06/2019 08/2019
Bates College Lewiston ME 08/2020 05/2021
Bates College Lewiston ME 08/2018 05/2019
The Club At New Seabury Mashpee MA 06/2018 08/2018
Bates College Lewiston ME 08/2017 06/2018
The Club At New Seabury Mashpee MA 06/2017 08/2017
Catholic Memorial High School West Roxbury MA 09/2016 06/2017
  • 06/2021 → Present
    Fidelity Investments
    Smithfield, RI
  • 06/2020 → 08/2020
    Lindale Partners
    Dallas, TX
  • 08/2019 → 05/2020
    Bates College
    Lewiston, ME
  • 06/2019 → 08/2019
    Fidelity Investments
    Boston, MA
  • 08/2020 → 05/2021
    Bates College
    Lewiston, ME
  • 08/2018 → 05/2019
    Bates College
    Lewiston, ME
  • 06/2018 → 08/2018
    The Club At New Seabury
    Mashpee, MA
  • 08/2017 → 06/2018
    Bates College
    Lewiston, ME
  • 06/2017 → 08/2017
    The Club At New Seabury
    Mashpee, MA
  • 09/2016 → 06/2017
    Catholic Memorial High School
    West Roxbury, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-11
S63 Uniform Securities Agent State Law Examination 2021-08-20
  • S65 Uniform Investment Adviser Law Examination
    2024-09-11
  • S63 Uniform Securities Agent State Law Examination
    2021-08-20

View on SEC IAPD

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