Wealth Manager
    SEC Registered

    Fidelity Management & Research Company LLC

    Registered investment advisor · Boston, Massachusetts · CRD #108281

    Assets Under Management
    $5.7T
    Client Accounts
    37,227
    Employees
    1,427
    CRD Number
    108281
    Registration
    SEC Registered
    Custodian
    National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Fidelity Management & Research Company LLC

    Fidelity Investments is a leading financial services company based in Boston, Massachusetts, founded in 1946 by Edward C. Johnson II. With approximately $9.9 trillion in customer assets and around 77,000 employees, Fidelity is one of the largest asset managers in the world. The company has a rich history, evolving from a small advisory firm into a global leader in investment solutions. Fidelity offers a wide range of financial products and services, including mutual funds, retirement solutions,

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

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    Frequently Asked Questions

    What is Fidelity Management & Research Company LLC's AUM?

    Fidelity Management & Research Company LLC reports approximately $5.7T in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Fidelity Management & Research Company LLC headquartered?

    Fidelity Management & Research Company LLC is headquartered in Boston, Massachusetts.

    What is Fidelity Management & Research Company LLC's CRD number?

    Fidelity Management & Research Company LLC's CRD number is 108281. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Fidelity Management & Research Company LLC manage?

    Fidelity Management & Research Company LLC manages approximately 37,227 client accounts according to its latest SEC filing.

    Is Fidelity Management & Research Company LLC SEC registered?

    Yes, Fidelity Management & Research Company LLC is registered with the SEC as an investment adviser with an approved registration status.

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