AdvisorCensus / Financial advisors / New York / Kiryas Joel, NY / Fidelity Investments
Financial advisors in Kiryas Joel, NY using Fidelity Investments
5 SEC-registered investment advisory firms headquartered in the Kiryas Joel, 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 |
|---|---|---|---|
| Bourne Lent Asset Managament, Inc. | Pawling | SEC-registered investment adviser | $100 million to $500 million |
| Castleton Partners, LLC | Tivoli | SEC-registered investment adviser | $100 million to $500 million |
| FSC Wealth Advisors, LLC | Fishkill | SEC-registered investment adviser | $100 million to $500 million |
| Magellan Financial Solutions LLC | Warwick | SEC-registered investment adviser | $25 million to $100 million |
| Mountain View Strategic Wealth, LLC | Hopewell Junction | SEC-registered investment adviser | $25 million to $100 million |
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 Kiryas Joel, NY using Fidelity Investments. https://advisorcensus.com/advisors/ny/kiryas-joel/custodians/fidelity https://advisorcensus.com/advisors/ny/kiryas-joel/custodians/fidelity