Allison Staab

Fidelity Institutional Wealth Adviser LLC

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Current Employers

Fidelity Institutional Wealth Adviser Llc

245 Summer Street, Boston, MA 02210 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-01-14
RI	RA	APPROVED	2021-01-13

TX RA
APPROVED_RES

Since 2021-01-14
RI RA
APPROVED

Since 2021-01-13

Branch Locations

Providence, RI • 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

Organization	City	State	From	To
Pioneer Investment Management Usa Inc.	Boston	MA	03/2013	03/2018
Russell Investments	Seattle	WA	04/2018	06/2020
Fidelity Investments	Boston	MA	11/2020	Present
N/A	N/A	RI	07/2020	10/2020

03/2013 → 03/2018

Pioneer Investment Management Usa Inc.

Boston, MA
04/2018 → 06/2020

Russell Investments

Seattle, WA
11/2020 → Present

Fidelity Investments

Boston, MA
07/2020 → 10/2020

N/A

N/A, RI

Previous Registrations

2018-04-23 → 2020-06-24

Russell Investments

Seattle, WA
2013-03-25 → 2018-04-06

Amundi Pioneer Institutional Asset Management, Inc.

Boston, MA
2011-04-11 → 2011-12-16

Ameriprise Financial Services, Llc

East Hartford, CT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-04-08

S66 Uniform Combined State Law Examination

2011-04-08

Other Names

Allison Staab
Allison Iole Staab

View on SEC IAPD

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