AdvisorCensus / Financial advisors / New York / Albany, NY / Fidelity Investments
Financial advisors in Albany, NY using Fidelity Investments
14 SEC-registered investment advisory firms headquartered in the Albany, NY 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 |
|---|---|---|---|
| Adirondack Research & Management Inc. | Guilderland | SEC-registered investment adviser | $100 million to $500 million |
| Albanyadvisor Group LLC | Albany | SEC-registered investment adviser | $100 million to $500 million |
| Broadway Advisor Group | Albany | SEC-registered investment adviser | $100 million to $500 million |
| Congress Park Capital LLC | Saratoga Springs | SEC-registered investment adviser | $100 million to $500 million |
| Crescent Hill Partners LLC | Saratoga Springs | SEC-registered investment adviser | $100 million to $500 million |
| Curran Wealth Management | Albany | SEC-registered investment adviser | $500 million to $1 billion |
| Godfrey Financial Associates, Inc. | Glenmont | SEC-registered investment adviser | $100 million to $500 million |
| Goldman Sachs Wealth Services, L.P. | Cohoes | SEC-registered investment adviser | Over $5 billion |
| Greenbush Financial Group, LLC | Albany | SEC-registered investment adviser | $500 million to $1 billion |
| Independent Family Office, LLC | Albany | SEC-registered investment adviser | $500 million to $1 billion |
| King Wealth Management Group, LLC | Saratoga Springs | SEC-registered investment adviser | $1 billion to $5 billion |
| PKS Advisory Services, LLC | Albany | SEC-registered investment adviser | $1 billion to $5 billion |
| Retirement Planning Group, LLC | Malta | SEC-registered investment adviser | $100 million to $500 million |
| Shade Tree Advisors LLC | Saratoga Springs | 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 Albany, NY using Fidelity Investments. https://advisorcensus.com/advisors/ny/albany/custodians/fidelity https://advisorcensus.com/advisors/ny/albany/custodians/fidelity