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Megan E. Tracy

Fidelity Institutional Wealth Adviser LLC

Hingham, 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 2025-12-23
  • MA RA
    APPROVED
    Since 2025-12-23

Branch Locations

Hingham, 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
Pioneer Investments Boston MA 07/2015 08/2017
Fidelity Investments Boston MA 02/2025 Present
Unemployed Charlestown MA 08/2017 10/2017
Alliancebernstein Investments, Inc. New York NY 10/2017 01/2025
  • 07/2015 → 08/2017
    Pioneer Investments
    Boston, MA
  • 02/2025 → Present
    Fidelity Investments
    Boston, MA
  • 08/2017 → 10/2017
    Unemployed
    Charlestown, MA
  • 10/2017 → 01/2025
    Alliancebernstein Investments, Inc.
    New York, NY
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-05-21
S65 Uniform Investment Adviser Law Examination 2009-05-30
  • S63 Uniform Securities Agent State Law Examination
    2016-05-21
  • S65 Uniform Investment Adviser Law Examination
    2009-05-30
Other Names
  • Megan Thompson
  • Megan Elizabeth Thompson
  • Megan Elizabeth Tracy
  • Megan Tracy
  • Megan E. Tracy

View on SEC IAPD

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