Founded: 1946
Mutual Fund ETF Retirement
Employees: 10001+
Type: public
AUM (in Billions): $2,130.0
Company Phone: 800-522-7297
Sales Phone: 800-544-9999

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.

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Contact Bob Edmunds
SVP of Sales and Strategy
Fidelity Wholesalers
Brad Lucas
Josh Lutzker
Fabrizio Argueta
Justin Bailey
Christine Beaumont