Best Investors Account Sign in

Lauren Roberts

Fidelity Institutional Wealth Adviser LLC

Mount Prospect, IL

Claim This Profile
Current Employers
Fidelity Institutional Wealth Adviser Llc

245 Summer Street, Boston, MA 02210 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-04-26
  • IL RA
    APPROVED
    Since 2022-04-26

Branch Locations

Mount Prospect, IL • 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
Portfolio Brokerage Services, Inc. Chicago IL 12/2007 12/2019
Envestnet Asset Management, Inc. Chicago IL 12/2007 03/2021
Fidelity Investments Boston MA 04/2021 Present
  • 12/2007 → 12/2019
    Portfolio Brokerage Services, Inc.
    Chicago, IL
  • 12/2007 → 03/2021
    Envestnet Asset Management, Inc.
    Chicago, IL
  • 04/2021 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-06-26
S63 Uniform Securities Agent State Law Examination 2005-06-23
  • S65 Uniform Investment Adviser Law Examination
    2009-06-26
  • S63 Uniform Securities Agent State Law Examination
    2005-06-23
Other Names
  • Lauren L Roberts
  • Lauren Roberts

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
EDWARD JONES
SPC
ALO FINANCIAL PLANNING
STRATFORD INVESTMENT ADVISORY GROUP, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
DALY INVESTMENT MANAGEMENT, LLC

Other Investors

Derick Enos
ADAM KRZYZEWSKI
Laura Lee Beran
Chad Bauer
James Brandon Simmons
JAMES N ARGENTINE
Victor P Simonelli
Bruce Wayne Biedar

Other Offices

J.P. MORGAN SECURITIES LLC · Mount Prospect, IL
EDWARD JONES · MT PROSPECT, IL
EDWARD JONES · Mount Prospect, IL
SPC · MOUNT PROSPECT, IL
EDWARD JONES · MT PROSPECT, IL
ALO FINANCIAL PLANNING · MOUNT PROSPECT, IL
STRATFORD INVESTMENT ADVISORY GROUP, INC. · MT. PROSPECT, IL
STRATFORD INVESTMENT ADVISORY GROUP, INC. · MOUNT PROSPECT, IL

More in Mount Prospect, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor