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Vincent Bertram

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
RI RA APPROVED 2024-01-11
TX RA APPROVED 2024-01-11
MA RA APPROVED 2023-02-27
  • RI RA
    APPROVED
    Since 2024-01-11
  • TX RA
    APPROVED
    Since 2024-01-11
  • MA RA
    APPROVED
    Since 2023-02-27

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
Eaton Vance Management Boston MA 05/2017 04/2018
Eaton Vance Distributors, Inc. Boston MA 05/2017 04/2018
University Of Cambridge Cambridge 10/2015 03/2017
Natixis Investment Managers Boston MA 04/2018 06/2020
Spark Change Securities Llc Boston MA 07/2020 11/2021
Capital Suisse Llc Boston MA 03/2021 11/2021
Fidelity Investments Boston MA 11/2022 Present
Unemployed Boston MA 12/2021 10/2022
  • 05/2017 → 04/2018
    Eaton Vance Management
    Boston, MA
  • 05/2017 → 04/2018
    Eaton Vance Distributors, Inc.
    Boston, MA
  • 10/2015 → 03/2017
    University Of Cambridge
    Cambridge
  • 04/2018 → 06/2020
    Natixis Investment Managers
    Boston, MA
  • 07/2020 → 11/2021
    Spark Change Securities Llc
    Boston, MA
  • 03/2021 → 11/2021
    Capital Suisse Llc
    Boston, MA
  • 11/2022 → Present
    Fidelity Investments
    Boston, MA
  • 12/2021 → 10/2022
    Unemployed
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-30
  • S66 Uniform Combined State Law Examination
    2017-12-30
Designations
Other Names
  • Vincent Michael Bertram
  • Vincent Bertram

View on SEC IAPD

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