Fidelity Management & Research Company LLC
Boston, MA·SEC-registered · CRD #108281
Fidelity Management & Research Company LLC is an SEC-registered investment advisory firm in Boston, MA managing $5.7T across 37k client accounts, with 744 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$5.7T
Client accounts
37k
Advisory staff
744
Fee model
Fee-based
How Fidelity Management & Research Company LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Fidelity Management & Research Company LLC
How much does Fidelity Management & Research Company LLC manage?
Per its most recent SEC Form ADV filing (03/30/2026), Fidelity Management & Research Company LLC reports $5.7T in regulatory assets under management across roughly 37k client accounts.
How does Fidelity Management & Research Company LLC charge?
Fidelity Management & Research Company LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Fidelity Management & Research Company LLC a fiduciary?
Yes. Fidelity Management & Research Company LLC is registered with the U.S. Securities and Exchange Commission (CRD #108281), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Fidelity Management & Research Company LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Fidelity Management & Research Company LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Fidelity Management & Research Company LLC's public SEC Form ADV filing (CRD #108281, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Fidelity Management & Research Company LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Fidelity Management & Research Company LLC? Claim this profile.