AdvisorCensus / Financial advisors / Tennessee / Memphis, TN / Fidelity Investments
Financial advisors in Memphis, TN using Fidelity Investments
12 SEC-registered investment advisory firms headquartered in the Memphis, TN 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 |
|---|---|---|---|
| B. Riley Wealth Advisors, Inc. | Memphis | SEC-registered investment adviser | $1 billion to $5 billion |
| Blong Financial | Memphis | SEC-registered investment adviser | $100 million to $500 million |
| Calydon Capital, LLC | Memphis | SEC-registered investment adviser | $1 billion to $5 billion |
| Chickasaw Capital Management, LLC | Memphis | SEC-registered investment adviser | $1 billion to $5 billion |
| Commerce Advisors, LLC | Memphis | SEC-registered investment adviser | $100 million to $500 million |
| Kelman Lazarov Inc | Memphis | SEC-registered investment adviser | $500 million to $1 billion |
| Legacy Wealth Management, LLC | Memphis | SEC-registered investment adviser | $1 billion to $5 billion |
| Mercury Investment Group | Memphis | SEC-registered investment adviser | $100 million to $500 million |
| Sentry, LLC | Memphis | SEC-registered investment adviser | $1 billion to $5 billion |
| Silverleafe Capital Partners, LLC | Germantown | SEC-registered investment adviser | $100 million to $500 million |
| TD Capital Management LLC | Memphis | SEC-registered investment adviser | $1 billion to $5 billion |
| Wolf River Capital Management, LLC | Memphis | SEC-registered investment adviser | $100 million to $500 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 Memphis, TN using Fidelity Investments. https://advisorcensus.com/advisors/tn/memphis/custodians/fidelity https://advisorcensus.com/advisors/tn/memphis/custodians/fidelity