Lisa Cash-Doherty

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
MA	RA	APPROVED	2024-08-13
RI	RA	APPROVED	2024-08-09
TX	RA	APPROVED	2024-08-09

MA RA
APPROVED

Since 2024-08-13
RI RA
APPROVED

Since 2024-08-09
TX RA
APPROVED

Since 2024-08-09

Branch Locations

Attleboro, 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

Organization	City	State	From	To
Envestnet Inc	Chicago	IL	09/2015	11/2023
Fidelity Investments	Smithfield	RI	11/2023	Present

09/2015 → 11/2023

Envestnet Inc

Chicago, IL
11/2023 → Present

Fidelity Investments

Smithfield, RI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-07-26

S66 Uniform Combined State Law Examination

2024-07-26

Other Names

Lisa M Cash

View on SEC IAPD

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