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Mindy Freedman

Fidelity Institutional Wealth Adviser LLC

Boston, MA

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Current Employers
Fidelity Institutional Wealth Adviser Llc

245 Summer Street, Boston, MA 02210 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-06-04
TX RA APPROVED_RES 2024-05-23
  • MA RA
    APPROVED
    Since 2024-06-04
  • TX RA
    APPROVED_RES
    Since 2024-05-23

Branch Locations

Boston, 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
OrganizationCityStateFromTo
Eaton Vance Management Boston MA 06/2018 07/2019
Eaton Vance Distributors, Inc. Boston MA 06/2018 07/2019
State Street Boston MA 06/2017 08/2017
Babson College Wellesley MA 08/2014 05/2018
Freedman Financial Peabody MA 06/2018 08/2018
Natixis Investment Managers Boston MA 08/2019 07/2022
Fidelity Investments Boston MA 08/2022 Present
  • 06/2018 → 07/2019
    Eaton Vance Management
    Boston, MA
  • 06/2018 → 07/2019
    Eaton Vance Distributors, Inc.
    Boston, MA
  • 06/2017 → 08/2017
    State Street
    Boston, MA
  • 08/2014 → 05/2018
    Babson College
    Wellesley, MA
  • 06/2018 → 08/2018
    Freedman Financial
    Peabody, MA
  • 08/2019 → 07/2022
    Natixis Investment Managers
    Boston, MA
  • 08/2022 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-94244|OrgNmn:Poshmark|Org Addr:Redwood Ci,California,US|OBA Nature:Online Consignment|Invst Rel:N|Title:N/A - Poshmark User not employee|Duties:No specific roles as it's all personally driven. Consign clothes when available.|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-15
  • S66 Uniform Combined State Law Examination
    2018-10-15
Other Names
  • Mindy R Freedman
  • Mindy Rachael Freedman
  • Mindy Freedman

View on SEC IAPD

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