Fidelity Investments

This Fidelity Investments listing covers the company’s office presence in the Boston Seaport, part of the multinational investment manager’s footprint in its hometown. Fidelity provides brokerage accounts, retirement accounts such as Roth IRAs, health savings accounts, 529 education savings plans and wealth management with dedicated advisors. The Seaport listing is categorized as an office and workplace rather than a retail branch for walk-in customers.

Fidelity was founded in Boston in 1946 and has grown into one of the largest financial services firms in the world while remaining privately held. Its business spans individual investing, workplace retirement plans and asset management, including its well-known mutual funds. The company describes its approach as objective insights and disciplined investing that have helped generations of customers through all kinds of markets, with value and transparency at every step.

What to Know

• The office is listed in WS Development’s Boston Seaport directory.
• Customers can use an online questionnaire to find account options that match their goals.
• Fidelity Brokerage Services can be reviewed on FINRA’s BrokerCheck.