Edward Pollis

Current Employers

Employment History

• 09/2014 → 06/2021
  Voya Financial Advisors
  Braintree, MA
• 06/2021 → 12/2021
  Unemployed
  Newton, MA
• 01/2022 → 08/2022
  Actifi Inc.
  St. Louis Park, MN
• 09/2022 → 12/2022
  Unemployed
  Newton, MA
• 01/2023 → Present
  Fidelity Investments
  Westwood, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-02-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westwood, MA
• 2017-02-14 → 2021-06-15
  Voya Financial Advisors, Inc.
  Braintree, MA
  Windsor, CT
  Braintree, MA
  Braintree, MA
  Scottsdale, AZ
• 2006-04-28 → 2014-05-16
  Charles Schwab & Co., Inc.
  Boston, MA
  San Francisco, CA
  Boston, MA
  New York City, NY
  Boston, MA
  San Francisco, CA
• 2001-11-14 → 2003-05-05
  Kobren Insight Management Inc
  Wellesley Hills, MA

Other Businesses

OBA-130860|OrgNmn:TBD LLC |Org Addr:Newton,Massachuse,US|OBA Nature:I am looking to establish LLC |Invst Rel:N|Title:Partner|Duties:Own and manage laundromats. Will use staff and remote management for day to day. I do not expect this to interfere with day to day Fidelity re|StrtDt:|TotHrs/mon:30|TrdHrs/mon:0|OBA-95003|OrgNmn:Avanti Properties LLC|Org Addr:Newton,Massachuse,US|OBA Nature:Rental real estate|Invst Rel:Y|Title:Partner|Duties:Mgmt & rental-related activities |StrtDt:12-23-14|TotHrs/mon:3|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-04-04
• S63 Uniform Securities Agent State Law Examination
  1999-05-27

Designations

Other Names

• Edward J Pollis
• Edward Joseph Pollis
• Edward Pollis