AdvisorCensus / Financial advisors / Connecticut / Bridgeport, CT / Fidelity Investments
Financial advisors in Bridgeport, CT using Fidelity Investments
29 SEC-registered investment advisory firms headquartered in the Bridgeport, CT metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 5th Street Advisors, LLC | Southport | SEC-registered investment adviser | $500 million to $1 billion |
| A.G.P / Alliance Global Partners | Westport | SEC-registered investment adviser | $1 billion to $5 billion |
| Alpine Hill Advisors LLC | Westport | SEC-registered investment adviser | $100 million to $500 million |
| AQR Capital Management, LLC | Greenwich | SEC-registered investment adviser | Over $5 billion |
| Ayrshire Capital Management LLC | Westport | SEC-registered investment adviser | $100 million to $500 million |
| Basso Capital Management, L.P. | Stamford | SEC-registered investment adviser | $1 billion to $5 billion |
| Beirne. | Darien | SEC-registered investment adviser | $1 billion to $5 billion |
| Coastal Bridge Advisors | Westport | SEC-registered investment adviser | Over $5 billion |
| Colter Lewis Investment Partners, LLC | Greenwich | SEC-registered investment adviser | $1 billion to $5 billion |
| Commonfund Ocio, Inc. | Norwalk | SEC-registered investment adviser | Over $5 billion |
| Diamant Asset Management, Inc. | Ridgefield | SEC-registered investment adviser | $100 million to $500 million |
| Drum Hill Capital, LLC | Westport | SEC-registered investment adviser | $100 million to $500 million |
| Energy Income Partners | Westport | SEC-registered investment adviser | Over $5 billion |
| Gilman Hill Asset Management, LLC | New Canaan | SEC-registered investment adviser | $1 billion to $5 billion |
| HTG Investment Advisors Inc | New Canaan | SEC-registered investment adviser | $1 billion to $5 billion |
| Litvak Wealth, LLC | Norwalk | SEC-registered investment adviser | $500 million to $1 billion |
| Longwall Family Office | Westport | SEC-registered investment adviser | $100 million to $500 million |
| Missionpoint Partners LLC | Fairfield | SEC-registered investment adviser | $100 million to $500 million |
| Moneco Advisors | Fairfield | SEC-registered investment adviser | $1 billion to $5 billion |
| New Edge Wealth | Stamford | SEC-registered investment adviser | Over $5 billion |
| Night Owl Capital Management, LLC | Greenwich | SEC-registered investment adviser | $1 billion to $5 billion |
| Northcoast Asset Management LLC | Stamford | SEC-registered investment adviser | $1 billion to $5 billion |
| Oakridge Management Group LLC | Stamford | SEC-registered investment adviser | $1 billion to $5 billion |
| Quorus Inc. | Westport | SEC-registered investment adviser | $100 million to $500 million |
| RZH Advisors LLC | Stamford | SEC-registered investment adviser | $1 billion to $5 billion |
| Sprott Asset Management USA Inc. | Darien | SEC-registered investment adviser | Over $5 billion |
| Sustainable Growth Advisers, LP | Stamford | SEC-registered investment adviser | Over $5 billion |
| The Dowling Group Wealth Management | Greenwich | SEC-registered investment adviser | $100 million to $500 million |
| Third View Private Wealth | Westport | SEC-registered investment adviser | $1 billion to $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Fidelity Investments nationwide
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AdvisorCensus. Financial advisors in Bridgeport, CT using Fidelity Investments. https://advisorcensus.com/advisors/ct/bridgeport/custodians/fidelity https://advisorcensus.com/advisors/ct/bridgeport/custodians/fidelity