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Where is Fidelity Investments Corporate office Headquarters

Fidelity Investments Headquarters Address and Contact

Fidelity Investments logo
  • Address: 200 Seaport Blvd, Boston, MA 02210, USA
  • Phone Number: +1 800-343-3548
  • Fax Number: N/A
  • Email: N/A
  • Number of Employees: 70,000
  • Established: 1946
  • Founder: Edward C. Johnson II
  • Key People: Brian Conroy (President)

Fidelity Investments Headquarters Location & Directions

Fidelity Investments Headquarters Executive Team

Name

Title

Abigail Pierrepont Johnson

Chief Executive Officer, President and Chairman

Charles Sumner Morrison

President of Asset Management

Romain Boscher

Chief Investment Officer of Equities

About Fidelity Investments, History and Headquarters Information

Fidelity Investments was incorporated as Fidelity Management & Research (FMR) by Edward C. Johnson II in 1946. It is headquartered based in Boston, Massachusetts. By 1984, they started offering computerized stock trading. In 2004, Fidelity opened its office in India. In 2018, Fidelity introduced a separate entity for cryptocurrency trading.

Fidelity Investments Inc. is an American multinational financial services company. Fidelity Investments provides a wide variety of services such as estate planning, life insurance, securities execution and clearance, discount brokerage services, Index funds, annuities, wealth management, rollovers, fund distribution, and investment advice, cryptocurrency, and retirement. It has three fund divisions: Equity, High-Income, and Fixed-Income. This firm has investor centers in more than 140 locations all over the US. It has more than 50,000 employees operating offices located in American Fork, Utah; Greenwood Village, Colorado; Jacksonville, Florida; Covington, Kentucky; Westlake, Texas; Durham, North Carolina; Albuquerque, New Mexico; Cincinnati, Ohio; Salt Lake City, Utah; Smithfield, Rhode Island; and Merrimack, New Hampshire. It also has offices in Canada in Toronto, Montreal, Calgary, and Vancouver.

Fidelity Investments Headquarters Photos

Fidelity Investments Resources

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  • John says:

    Poor customer service. I have had a lot of money in Fidelity accounts for at least 15 years. In addition, I advise my tax clients on investment styrategies and recommended Fidelity to them. This week I will be pulling all of my money out and recommending my clients do the same. I am sure Fidelity management doesn’t care, but they need to remember that word spreads and enemies accumulate.

     
    • Daphne says:

      I too have decided to take my (almost – since a month ago) million dollar account and seek elsewhere. I also vow to bad-mouth Fidelity as much as humanly possible

       
  • David Mann says:

    This firm has no concept of customer service. I call the Transition Services contact and only once have a conversation; other times I leave a voicemail message and get a reply within 5 days, maybe. Email messages, via the Fidelity web site, are also ignored for days. I can’t imagine how a financial firm can function with such abysmal response times.

     
  • Joseph Burns says:

    I’m having a problem with my rollover IRA # 231479238. It was rolled over wrongly and now had lost 1500.00 approximately. I was told it would take up to 2 weeks to fix, meanwhile I’m told that I cannot utilize that account till it is the mistake is corrected or I have to take a loss for Fidelity’s mistake. Please help with this issue. I don’t want to take legal action but will if necessary.

     
  • Brian Peerce says:

    There is a deliberate corporate policy to delay fund dispersal from retirement accounts. Customer service is handled by call centers staffed by poorly trained representatives using outdated technologies (call center manager, David Pauly’s description). This provides the representatives with handy excuses for failing to complete complex tasks like stapling or linking forms for withdrawals , acknowledging receipt of faxs, and requiring 3-5 business days to finalize requests. These customer service representatives are led by managers who regard their supervisors as unavailable, unmentionable, and not to be referred to customers.

     
    • Mikki says:

      I have had the same experience. In 9 years, I have sent three letters, two emails and made two phone calls trying to get them to stop deduction income taxes from my pension check. Money that while isnt a large sum each month, over the past 9 years it adds up to a substantial amount. They have poorly trained customer service and do not respond to emails or letters sent in the US postal service.

       
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