Fidelity Investments: Operating Hours And More

Fidelity Investments is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers in the world, with trillions of dollars in assets under management and administration. The company operates a major brokerage firm and has investor centers in over 140 locations across the U.S. These investor centers are open Monday to Friday, from 8:30 a.m. to 5:00 p.m., and appointments can also be made.

Fidelity Investments' opening hours

Fidelity Investments, formerly known as Fidelity Management & Research (FMR), is an American multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers in the world, with $5.8 trillion in assets under management and $15 trillion in assets under administration as of September 2024.

Fidelity Investments operates a major brokerage firm and has investor centers in over 140 locations throughout the U.S. The company's investor centers are open Monday to Friday, from 8:30 a.m. to 5:00 p.m., and by appointment. Some exceptions may apply and are noted on their website.

Alabama

Birmingham: 216 Summit Boulevard Suite 110, Birmingham, AL 35243. Phone: 800-873-5140

Arizona

• Chandler: Chandler Pavilions 7001 West Ray Road, Chandler, AZ 85226-1517. Phone: 800-544-7095
• Peoria: 7565 W Bell Road, Peoria, AZ 85382. Phone: 800-227-0629
• Phoenix-Biltmore: 3240 East Camelback Road, Phoenix, AZ 85018. Phone: 888-745-1481
• Scottsdale: Shops at Zocallo Plaza 15445 North Scottsdale Road, Scottsdale, AZ 85254. Phone: 800-352-9793
• Tucson: 3001 East Skyline Drive Suite 255, Tucson, AZ 85718. Phone: 800-219-1249

Arkansas

Little Rock: 17400 Chenal Parkway Suite 130, Little Rock, AR 72223. Phone: 844-773-1552

California

• Berkeley: 1995 University Ave. Suite #120, Berkeley, CA 94704. Phone: 800-225-6447
• Brea: 815 East Birch Street Brea, CA 92821. Phone: 800-526-7251
• Burbank: 2900 W Alameda Avenue Suite 150, Burbank, CA 91505. Phone: 800-476-4808
• Burlingame: 1411 Chapin Avenue, Burlingame, CA 94010. Phone: 800-544-0220
• Rancho Cucamonga: 7310 Day Creek Boulevard, Rancho Cucamonga, CA 91739. Phone: 888-264-3548
• Del Mar: 11943 El Camino Real Suite 120, San Diego, CA 92130. Phone: 800-987-1344
• Dublin: 4500-A Tassajara Road, Dublin, CA 94568. Phone: 800-235-1310
• El Segundo: 2009 Park Place, El Segundo, CA 90245. Phone: 310-343-7311
• Folsom: 2600 E. Bidwell Street Suite 200, Folsom, CA 95630. Phone: 800-987-1410 (by appointment only)
• Irvine: 2211 Michelson Drive, Irvine, CA 92612. Phone: 800-331-5829
• LA Century City: 2000 Avenue of the Stars, Los Angeles, CA 90067. Phone: 800-544-5853
• LA Pasadena: 123 South Lake Avenue, Pasadena, CA 91101. Phone: 800-638-0620
• LA South Bay: 21701 Hawthorne Boulevard, Torrance, CA 90503. Phone: 800-779-8750
• Los Gatos: 434 N. Santa Cruz Ave., Los Gatos, CA 95030. Phone: 800-579-9984
• Marin: Larkspur Landing Shopping Center 601 Larkspur Landing Circle, Larkspur, CA 94939. Phone: 800-990-1139
• Mission Viejo: 27101 Puerta Real Suite 160, Mission Viejo, CA 92691. Phone: 800-544-0204
• Monterey: 553 Munras Ave., Monterey, CA 93940. Phone: 800-224-7566
• Mountain View: 2580 West El Camino Real Suite 9, Mountain View, CA 94040. Phone: 800-367-0355
• Newport Beach: 1600 Newport Center Drive Suite 100, Newport Beach, CA 92660. Phone: 800-367-0190
• North San Jose: 4160 North First Street, San Jose, CA 95134. Phone: 800-544-2269
• Palo Alto: 251 University Avenue, Palo Alto, CA 94301. Phone: 800-742-1566
• Rancho Bernardo: 16656 Bernardo Center Drive, Rancho Bernardo, CA 92128. Phone: 800-622-0554
• Roseville: 1261 Roseville Pkwy, Roseville, CA 95678. Phone: 800-987-1410
• Sacramento: 2277 Fair Oaks Boulevard Suite 150, Sacramento, CA 95825. Phone: 800-635-3441
• San Diego: 7676 Hazard Center Drive Suite 820, San Diego, CA 92108. Phone: 800-635-0472
• San Francisco: 8 Montgomery Street, San Francisco, CA 94104. Phone: 800-462-5450
• San Jose: 851 East Hamilton Avenue Suite 100, Campbell, CA 95008. Phone: 800-544-4180
• Santa Barbara: 3793 State Street, Santa Barbara, CA 93105. Phone: 800-622-0603
• Santa Monica: 1200 Wilshire Blvd., Santa Monica, CA 90403. Phone: 800-873-5131
• Seal Beach: 12201 Seal Beach Blvd., Seal Beach, CA 90740. Phone: 800-544-7558
• Sunnyvale: 398 West El Camino Real Suite 102, Sunnyvale, CA 94087. Phone: 800-371-0613
• Thousand Oaks: 111 South Westlake Boulevard #103, Thousand Oaks, CA 91362. Phone: 800-381-6154
• Walnut Creek: 2001 North Main Street Suite 100, Walnut Creek, CA 94596. Phone: 800-544-8235
• Woodland Hills: 6363 Topanga Canyon Blvd, Woodland Hills, CA 91367-2215. Phone: 800-544-7602

Colorado

• Cherry Creek: 101 University Boulevard, Denver, CO 80206. Phone: 800-544-3064
• Colorado Springs: 10855 Hidden Pool Heights Suite 100, Colorado Springs, CO 80908. Phone: 800-343-6038
• Denver Downtown: 1801 Wewatta Street Suite 100, Denver CO 80202. Phone: 800-543-5219
• Denver North: 281 East Flatiron Circle, Broomfield, CO 80021. Phone: 800-381-1927
• Denver South: 9185 East Westview Road, Lone Tree, CO 80124. Phone: 800-774-4578
• Denver West: 343 S Teller Street, Lakewood, CO 80226. Phone: 800-773-1559
• Fort Collins: 3100 S College Ave Suite 110, Fort Collins, CO 80525. Phone: 833-313-1420

Connecticut

• Fairfield: 1261 Post Road, Fairfield, CT 06824. Phone: 800-227-0620
• Greenwich: Pickwick Commons 48 West Putnam Avenue, Greenwich, CT 06830. Phone: 203-661-5324
• New Haven: One Century Tower 265 Church Street, New Haven, CT 06510. Phone: 800-243-4549
• Stamford: 869 Washington Blvd, Stamford, CT 06901. Phone: 800-882-8255
• West Hartford: Town Center 29 South Main Street Suite A02, West Hartford, CT 06107. Phone: 800-458-6665

District of Columbia

Washington DC: 1900 K Street Northwest Suite 110, Washington, D.C. 20006. Phone: 800-854-2832

Delaware

Wilmington (Greenville): 4001 Kennett Pike, Suite 120 Two Greenville Crossing, Greenville, DE 19807. Phone: 800-201-5380

Florida

• Boca Raton: 1400 Glades Road Unit 180, Boca Raton, FL 33431. Phone: 800-544-8237
• Clearwater: US Highway 19 N STE 100, Clearwater, FL 33761. Phone: 800-544-2769
• Coral Gables: Alhambra Towers 121 Alhambra Plaza Suite 150, Coral Gables, FL 33134. Phone: 800-552-7389
• Fort Lauderdale: 450 North Federal Highway Suite 200, Ft. Lauderdale, FL 33301. Phone: 800-535-9051
• Jacksonville: 4671 Town Center Parkway, Jacksonville, FL 32246. Phone: 800-873-4819
• Naples: 5200 Tamiami Trail N, Suite 103, Naples, FL 34103. Phone: 800-544-6761
• Orlando: 175 East Altamonte Drive Suite 1000, Altamonte Springs, FL 32701. Phone: 800-451-7690
• Palm Beach Gardens: The Grand Bank Center 3501 PGA Boulevard Suite 100, Palm Beach Gardens, FL 33410. Phone: 800-553-3292
• Ponte Vedra Beach: 822 US Highway A1A North Suite 100, Ponte Vedra Beach FL 32082. Phone: 800-381-6185
• Sarasota: 201 N Cattleman Rd, Sarasota, FL 34243. Phone: 800-237-8826
• Tampa: 3000 Bayport Drive Suite 800, Tampa, FL 33607. Phone: 800-248-2710
• The Villages: 1057 Lake Sumter Landing Suite C2300, The Villages, FL 32162. Phone: 800-682-4749
• Vero Beach: 821 Beachland Blvd, Vero Beach, FL 32963. Phone: 800-396-9786

Georgia

• Alpharetta: 11800 Amber Park Drive Suite 140, Alpharetta, GA 30009. Phone: 800-544-7472
• Atlanta Buckhead: 3630 Peachtree Road NE Suite 100, Atlanta, GA 30326. Phone: 800-543-2158
• Atlanta Dunwoody: 4505 Ashford Dunwoody Rd. NE STE 4, Atlanta, GA 30346. Phone: 800-526-7169

Idaho

Boise: 7940 West Rifleman Street Suite 140, Boise, ID 83704. Phone: 800-544-5180

Illinois

• Chicago Gold Coast: 401 North Michigan Avenue, Chicago, IL 60611. Phone: 800-952-3053
• Chicago North LaSalle: 1 North Lasalle Street Suite 100, Chicago, IL 60602. Phone: 800-621-9222
• Deer Park: 20530 Rand Rd Suite 448, Deer Park IL 60010. Phone: 833-945-4259
• Evanston: 808 Church Street, Evanston, IL 60201. Phone: 800-325-1105 (by appointment only)
• Geneva: 987 South Randall Road, Geneva, IL 60134. Phone: 800-367-1131
• Highland Park: 1 Skokie Valley Road, Highland Park, IL 60035. Phone: 800-325-1105
• Naperville: 1823 Freedom Drive, Naperville, IL 60563. Phone: 800-371-6973
• Oak Brook: Oak Brook Regency Towers 1415 West 22nd St. Suite 100, Oak Brook, IL 60523. Phone: 800-526-7260
• Orland Park: 15105 S LaGrange Rd, Orland Park, IL 60462. Phone: 800-381-6153
• Schaumburg: Woodfield Village Green 1572 East Golf Road, Schaumburg, IL 60173. Phone: 800-521-5650

Indiana

• Carmel: 14405 Clay Terrace Boulevard Suite 150, Carmel, IN 46032. Phone: 800-343-2575
• Indianapolis: 8480 Keystone Crossing, Indianapolis, IN 46240. Phone: 800-343-2575
• South Bend: 1234 N Eddy Street Suite 124, South Bend, IN 46617. Phone: 800-544-5702

Kansas

Kansas City: 11200 Nall Ave, Overland Park, KS 66211. Phone: 800-633-8703

Kentucky

• Louisville: 500 North Hurstbourne Suite 450, Louisville, KY 40222. Phone: 800-544-1577
• Lexington: 161 Lexington Green Circle Suite 195, Lexington, KY 40503. Phone: 859

Locations of Fidelity Investor Centers

Fidelity Investments operates a major brokerage firm and has investor centers in over 140 locations throughout the U.S. The company's regional center in Merrimack, New Hampshire, has the largest physical footprint in Fidelity's real estate portfolio. It comprises two buildings and 544 acres of land.

Alabama

Birmingham: 216 Summit Boulevard Suite 110, Birmingham, AL 35243

Arizona

• Chandler: Chandler Pavilions 7001 West Ray Road, Chandler, AZ 85226-1517
• Peoria: 7565 W. Bell Road, Peoria, AZ 85382
• Phoenix: Phoenix-Biltmore 3240 East Camelback Road, Phoenix, AZ 85018
• Scottsdale: Shops at Zocallo Plaza 15445 North Scottsdale Road, Scottsdale, AZ 85254
• Tucson: 3001 East Skyline Drive Suite 255, Tucson, AZ 85718

Arkansas

Little Rock: 17400 Chenal Parkway Suite 130, Little Rock, AR 72223

California

• Berkeley: 1995 University Ave. Suite #120, Berkeley, CA 94704
• Brea: 815 East Birch Street Brea, CA 92821
• Burbank: 2900 W Alameda Avenue Suite 150, Burbank, CA 91505
• Burlingame: 1411 Chapin Avenue, Burlingame, CA 94010
• Rancho Cucamonga: 7310 Day Creek Boulevard, Rancho Cucamonga, CA 91739
• Del Mar: 11943 El Camino Real Suite 120, San Diego, CA 92130
• Dublin: 4500-A Tassajara Road, Dublin, CA 94568
• El Segundo: 2009 Park Place, El Segundo, CA 90245
• Folsom: 2600 E. Bidwell Street Suite 200, Folsom, CA 95630 (By appointment only)
• Irvine: 2211 Michelson Drive, Irvine, CA 92612
• Los Angeles: LA Century City 2000 Avenue of the Stars, Los Angeles, CA 90067; LA Pasadena 123 South Lake Avenue, Pasadena, CA 91101; LA South Bay 21701 Hawthorne Boulevard, Torrance, CA 90503
• Los Gatos: 434 N. Santa Cruz Ave., Los Gatos, CA 95030
• Marin: Larkspur Landing Shopping Center 601 Larkspur Landing Circle, Larkspur, CA 94939
• Mission Viejo: 27101 Puerta Real Suite 160, Mission Viejo, CA 92691
• Monterey: 553 Munras Ave., Monterey, CA 93940
• Mountain View: 2580 West El Camino Real Suite 9, Mountain View, CA 94040
• Newport Beach: 1600 Newport Center Drive Suite 100, Newport Beach, CA 92660
• North San Jose: 4160 North First Street, San Jose, CA 95134
• Palo Alto: 251 University Avenue, Palo Alto, CA 94301
• Rancho Bernardo: 16656 Bernardo Center Drive, Rancho Bernardo, CA 92128
• Roseville: 1261 Roseville Pkwy, Roseville, CA 95678
• Sacramento: 2277 Fair Oaks Boulevard Suite 150, Sacramento, CA 95825
• San Diego: 7676 Hazard Center Drive Suite 820, San Diego, CA 92108
• San Francisco: 8 Montgomery Street, San Francisco, CA 94104
• San Jose: 851 East Hamilton Avenue Suite 100, Campbell, CA 95008
• Santa Barbara: 3793 State Street, Santa Barbara, CA 93105
• Santa Monica: 1200 Wilshire Blvd., Santa Monica, CA 90403
• Seal Beach: 12201 Seal Beach Blvd., Seal Beach, CA 90740
• Sunnyvale: 398 West El Camino Real Suite 102, Sunnyvale, CA 94087
• Thousand Oaks: 111 South Westlake Boulevard #103, Thousand Oaks, CA 91362
• Walnut Creek: 2001 North Main Street Suite 100, Walnut Creek, CA 94596
• Woodland Hills: 6363 Topanga Canyon Blvd, Woodland Hills, CA 91367-2215

Colorado

• Cherry Creek: 101 University Boulevard, Denver, CO 80206
• Colorado Springs: 10855 Hidden Pool Heights Suite 100, Colorado Springs, CO 80908
• Denver: Denver Downtown 1801 Wewatta Street Suite 100, Denver CO 80202; Denver North 281 East Flatiron Circle, Broomfield, CO 80021; Denver South 9185 East Westview Road, Lone Tree, CO 80124; Denver West 343 S Teller Street, Lakewood, CO 80226
• Fort Collins: 3100 S College Ave Suite 110, Fort Collins, CO 80525

Connecticut

• Fairfield: 1261 Post Road, Fairfield, CT 06824
• Greenwich: Pickwick Commons 48 West Putnam Avenue, Greenwich, CT 06830
• New Haven: One Century Tower 265 Church Street, New Haven, CT 06510
• Stamford: 869 Washington Blvd, Stamford, CT 06901
• West Hartford: Town Center 29 South Main Street Suite A02, West Hartford, CT 06107

Delaware

Wilmington (Greenville): 4001 Kennett Pike, Suite 120 Two Greenville Crossing, Greenville, DE 19807

Florida

• Boca Raton: 1400 Glades Road Unit 180, Boca Raton, FL 33431
• Clearwater: US Highway 19 N STE 100, Clearwater, FL 33761
• Coral Gables: Alhambra Towers 121 Alhambra Plaza Suite 150, Coral Gables, FL 33134
• Fort Lauderdale: 450 North Federal Highway Suite 200, Ft. Lauderdale, FL 33301
• Jacksonville: 4671 Town Center Parkway, Jacksonville, FL 32246
• Naples: 5200 Tamiami Trail N, Suite 103, Naples, FL 34103
• Orlando: 175 East Altamonte Drive Suite 1000, Altamonte Springs, FL 32701
• Palm Beach Gardens: The Grand Bank Center 3501 PGA Boulevard Suite 100, Palm Beach Gardens, FL 33410
• Ponte Vedra Beach: 822 US Highway A1A North Suite 100, Ponte Vedra Beach FL 32082
• Sarasota: 201 N Cattleman Rd, Sarasota, FL 34243
• Tampa: 3000 Bayport Drive Suite 800, Tampa, FL 33607
• The Villages: 1057 Lake Sumter Landing Suite C2300, The Villages, FL 32162
• Vero Beach: 821 Beachland Blvd, Vero Beach, FL 32963

Georgia

• Alpharetta: 11800 Amber Park Drive Suite 140, Alpharetta, GA 30009
• Atlanta: Atlanta Buckhead 3630 Peachtree Road NE Suite 100, Atlanta, GA 30326; Atlanta Dunwoody 4505 Ashford Dunwoody Rd. NE STE 4, Atlanta, GA 30346

Idaho

Boise: 7940 West Rifleman Street Suite 140, Boise, ID 83704

Illinois

• Chicago: Chicago Gold Coast 401 North Michigan Avenue, Chicago, IL 60611; Chicago North LaSalle 1 North Lasalle Street Suite 100, Chicago, IL 60602
• Deer Park: 20530 Rand Rd Suite 448, Deer Park IL 60010
• Evanston: 808 Church Street, Evanston, IL 60201 (By appointment only)
• Geneva: 987 South Randall Road, Geneva, IL 60134
• Highland Park: 1 Skokie Valley Road, Highland Park, IL 60035
• Naperville: 1823 Freedom Drive, Naperville, IL 60563
• Oak Brook: Oak Brook Regency Towers 1415 West 22nd St. Suite 100, Oak Brook, IL 60523
• Orland Park: 15105 S LaGrange Rd, Orland Park, IL 60462
• Schaumburg: Woodfield Village Green 1572 East Golf Road, Schaumburg, IL 60173

Indiana

• Carmel: 14405 Clay Terrace Boulevard Suite 150, Carmel, IN 46032
• Indianapolis: 8480 Keystone Crossing, Indianapolis, IN 46240
• South Bend: 1234 N Eddy Street Suite 124, South Bend, IN 46617

Kansas

Kansas City: 11200 Nall Ave, Overland Park, KS 66211

Kentucky

• Louisville: 500 North Hurstbourne Suite 450, Louisville, KY 40222
• Lexington: 161 Lexington Green Circle Suite 195, Lexington, KY 40503

Maine

Portland: 3 Canal Plaza PO Box 4910, Portland, ME 04101

Maryland

• Annapolis: 1901 Towne Centre Boulevard Suite 135, Annapolis, MD 21401
• Bethesda: 7501 Wisconsin Avenue, Bethesda, MD 20814
• Columbia: 10101 Twin Rivers Road Suite C2-105, Columbia, MD 21044
• Rockville: 402 King Farm Blvd Suite 150, Rockville MD 20850
• Towson: 610 York Rd., Towson, MD 21204

Massachusetts

• Boston: Boston - Back Bay 801 Boylston Street, Boston, MA 02116; Boston - Congress Street 155 Congress Street, Boston, MA 02109; Boston - Chestnut Hill 220 Boylston Street Suite C115, Chestnut Hill, MA 02467; Boston - Wall Street 165 Broadway, New York, NY 10006
• Burlington: 44 Mall Road, Burlington, MA 01803
• Cambridge: 200 Technology Square Suite 101, Cambridge, MA 02139
• Danvers: 200 Endicott Street, Danvers, MA 01923
• Framingham: 405 Cochituate Road, Framingham, MA 01701
• Hingham: 50 Derby Street Suite 100, Hingham, MA 02043
• Littleton: 820 Constitution Ave., Littleton MA 01460
• Shrewsbury: 571 Boston Turnpike Suite 2, Shrewsbury, MA 01545
• Westwood: 109 University Ave, Westwood, MA 02090

Michigan

• Ann Arbor: 500 E. Eisenhower Parkway Suite 100, Ann Arbor, MI 48108
• Farmington Hills: 30200 Northwestern Highway, Farmington Hills, MI 48334
• Grand Blanc: 10811 South Saginaw Street Suite A, Grand Blanc, MI 48439
• Grand Rapids: 3480 28th Street SE, Grand Rapids, MI 49512
• Novi: 44244 W 12 Mile Rd, Suite 100, Novi, MI 48377
• Troy: 778 W. Big Beaver Rd., Troy, MI 48084

Minnesota

• Minneapolis: 7740 France Avenue South, Edina, MN 55435
• Minnetonka: 11450 Wayzata Blvd., Minnetonka, MN 55305
• Oakdale: 8342 3rd Street North, Oakdale, MN 55128

Missouri

• Chesterfield: 16090 Swingley Ridge Road Suite 100, Chesterfield, MO 63017
• St. Louis: St. Louis-Ladue The Village at Schneithorst's 1524 South Lindbergh Boulevard, St. Louis, MO 63131

Nevada

• Henderson: The District at Green Valley Ranch 2225 Village Walk Drive Suite 199, Henderson, NV 89052
• Reno: 13921 South Virginia Street Suite 112, Reno, NV 89511

New Hampshire

• Nashua: 225 Daniel Webster Hwy., Nashua, NH 03060
• Portsmouth: 54 Maplewood Avenue, Portsmouth, NH 03801

New Jersey

• Bridgewater: 750 Route 202 Suite 110, Bridgewater, NJ 08807
• Manalapan: 198 Route 9 North Suite 106, Manalapan, NJ 07726
• Marlton: 501 Route 73 South Suite N, Marlton, NJ 08053
• Millburn: 150 Essex Street, Millburn, NJ 07041
• Morristown: 35 Morris St., Morristown, NJ 07960
• Paramus: 396 North Route 17, Paramus, NJ 07652
• Princeton: 3518 Route 1 North, Princeton, NJ 08540
• Red Bank/Shrewsbury: 530 Broad Street, Shrewsbury, NJ 07702
• Wayne: 57 State Route 23 West Belt Plaza, Wayne, NJ 07470

New Mexico

Albuquerque: 2100 Louisiana Blvd. NE #209, Albuquerque, NM 87110-5413

New York

• Albany: 59 Wolf Road, Albany, NY 12205
• Chappaqua: 480 Bedford Road, Chappaqua, NY 10514
• Garden City: 1130 Franklin Avenue, Garden City, NY 11530
• Lake Grove: 142 New Moriches Road, Lake Grove, NY 11755
• Nanuet: 2142 Fashion Drive, Nanuet, NY 10954
• New York City: NYC - Bryant Park 1120 Avenue of the Americas, New York, NY 10036; NYC - Flatiron 330 Park Ave S., New York, NY 10010; NYC - Lincoln Center 13A West 61st Street, New York, NY 10023; NYC - Park Ave 350 Park Avenue, New York, NY 10022; NYC - Upper East Side 1356 Third Avenue, New York, NY 10075; NYC - Upper West Side 2070 Broadway, New York, NY 10023; NYC - Wall Street 165 Broadway, New York, NY 10006
• Plainview: 1551 Old Country Road, Plainview, NY 11803
• Rochester: 2780 Monroe Ave Suite 201, Rochester, NY 14618
• Roslyn: 1075 Northern Boulevard, Roslyn, NY 11576
• Scarsdale: Greenville Shopping Center 799 Central Park Ave., Scarsdale, NY 10583

North Carolina

Ballantyne:

Contact details for Fidelity

Fidelity Investments, formerly known as Fidelity Management & Research (FMR), is an American multinational financial services corporation based in Boston, Massachusetts. The company is one of the largest asset managers in the world, with $5.8 trillion in assets under management, and $15.0 trillion in assets under administration, as of September 2024.

Fidelity's customer service centre can be reached 24/7 at 800-343-3548.

• Birmingham, AL: 800-873-5140
• Chandler, AZ: 800-544-7095
• Peoria, AZ: 800-227-0629
• Phoenix-Biltmore, AZ: 888-745-1481
• Scottsdale, AZ: 800-352-9793
• Tucson, AZ: 800-219-1249
• Little Rock, AR: 844-773-1552
• Berkeley, CA: 800-225-6447
• Brea, CA: 800-526-7251
• Burbank, CA: 800-476-4808
• Burlingame, CA: 800-544-0220
• Rancho Cucamonga, CA: 888-264-3548
• Del Mar, CA: 800-987-1344
• Dublin, CA: 800-235-1310
• El Segundo, CA: 310-343-7311
• Folsom, CA: 800-987-1410 (by appointment only)
• Irvine, CA: 800-331-5829
• LA Century City, CA: 800-544-5853
• LA Pasadena, CA: 800-638-0620
• LA South Bay, CA: 800-779-8750
• Los Gatos, CA: 800-579-9984
• Marin, CA: 800-990-1139
• Mission Viejo, CA: 800-544-0204
• Monterey, CA: 800-224-7566
• Mountain View, CA: 800-367-0355
• Newport Beach, CA: 800-367-0190
• North San Jose, CA: 800-544-2269
• Palo Alto, CA: 800-742-1566
• Rancho Bernardo, CA: 800-622-0554
• Roseville, CA: 800-987-1410
• Sacramento, CA: 800-635-3441
• San Diego, CA: 800-635-0472
• San Francisco, CA: 800-462-5450
• San Jose, CA: 800-544-4180
• Santa Barbara, CA: 800-622-0603
• Santa Monica, CA: 800-873-5131
• Seal Beach, CA: 800-544-7558
• Sunnyvale, CA: 800-371-0613
• Thousand Oaks, CA: 800-381-6154
• Walnut Creek, CA: 800-544-8235
• Woodland Hills, CA: 800-544-7602
• Cherry Creek, CO: 800-544-3064
• Colorado Springs, CO: 800-343-6038
• Denver Downtown, CO: 800-543-5219
• Denver North, CO: 800-381-1927
• Denver South, CO: 800-774-4578
• Denver West, CO: 800-773-1559
• Fort Collins, CO: 833-313-1420
• Fairfield, CT: 800-227-0620
• Greenwich, CT: 203-661-5324
• New Haven, CT: 800-243-4549
• Stamford, CT: 800-882-8255
• West Hartford, CT: 800-458-6665
• District of Columbia: 800-854-2832
• Wilmington (Greenville), DE: 800-201-5380
• Boca Raton, FL: 800-544-8237
• Clearwater, FL: 800-544-2769
• Coral Gables, FL: 800-552-7389
• Fort Lauderdale, FL: 800-535-9051
• Jacksonville, FL: 800-873-4819
• Naples, FL: 800-544-6761
• Orlando, FL: 800-451-7690
• Palm Beach Gardens, FL: 800-553-3292
• Ponte Vedra Beach, FL: 800-381-6185
• Sarasota, FL: 800-237-8826
• Tampa, FL: 800-248-2710
• The Villages - Ocala, FL: 800-682-4749
• Vero Beach, FL: 800-396-9786
• Alpharetta, GA: 800-544-7472
• Atlanta Buckhead, GA: 800-543-2158
• Atlanta Dunwoody, GA: 800-526-7169
• Boise, ID: 800-544-5180
• Chicago Gold Coast, IL: 800-952-3053
• Chicago North LaSalle, IL: 800-621-9222
• Deer Park, IL: 833-945-4259
• Evanston, IL: 800-325-1105 (by appointment only)
• Geneva, IL: 800-367-1131
• Highland Park, IL: 800-325-1105
• Naperville, IL: 800-371-6973
• Oak Brook, IL: 800-526-7260
• Orland Park, IL: 800-381-6153
• Schaumburg, IL: 800-521-5650
• Carmel, IN: 800-343-2575
• Indianapolis, IN: 800-343-2575
• South Bend, IN: 800-544-5702
• Kansas City, KS: 800-633-8703
• Louisville, KY: 800-544-1577
• Lexington, KY: 859-469-7304
• Portland, ME: 800-521-3018
• Annapolis, MD: 800-544-1441
• Bethesda, MD: 800-531-2419
• Columbia, MD: 888-745-1468
• Rockville, MD: 301-354-4889
• Towson, MD: 800-451-2620
• Boston - Back Bay, MA: 800-445-9448
• Boston - Congress Street, MA: 800-343-2140
• Burlington, MA: 800-526-7172
• Cambridge, MA: 800-273-0130
• Chestnut Hill, MA: 888-745-1567
• Danvers, MA: 800-418-6351
• Framingham, MA: 800-448-0570
• Hingham, MA: 800-356-2854
• Littleton, MA: 833-945-4261
• Shrewsbury, MA: 800-521-3026
• Westwood, MA: 800-418-6192
• Ann Arbor, MI: 800-624-2286
• Farmington Hills, MI: 800-343-9631
• Grand Blanc, MI: 800-222-5765
• Grand Rapids, MI: 800-221-1193
• Novi, MI: 800-544-1750
• Troy, MI: 800-682-4746
• Minneapolis, MN: 800-543-2165
• Minnetonka, MN: 800-409-6485
• Oakdale, MN: 800-381-1892
• Chesterfield, MO: 800-544-2270
• St. Louis-Ladue, MO: 800-777-1910
• Henderson, NV: 800-624-6178
• Reno, NV: 800-544-6414
• Nashua, NH: 800-225-6452
• Portsmouth, NH: 833-613-2167
• Bridgewater, NJ: 800-544-0778
• Manalapan, NJ: 833-945-4258
• Marlton, NJ: 800-381-2410
• Millburn, NJ: 800-545-0323
• Morristown, NJ: 800-544-6775
• Paramus, NJ: 800-722-0438
• Princeton, NJ: 800- 544-4719
• Red Bank/Shrewsbury, NJ: 800-753-0602
• Wayne, NJ: 800-476-4841
• Albuquerque, NM: 800-418-6291
• Albany, NY: 800-482-0156
• Chappaqua, NY: 800-544-3703
• Garden City, NY: 800-233-0117
• Lake Grove, NY: 800-544-0172
• Nanuet, NY: 844-773-1477
• NYC - Bryant Park, NY: 800-622-0266
• NYC - Flatiron, NY: 800-544-6518
• NYC - Lincoln Center, NY: 800-544-0172
• NYC - Park Ave, NY: 800-662-6008
• NYC - Upper East Side, NY: 800-237-8834
• NYC - Upper West Side, NY: 800-624-2990
• NYC - Wall Street, NY: 800-348-3030
• Plainview, NY: 800-526-7252
• Rochester, NY: 800-219-7019
• Roslyn, NY: 800-544-4266
• Scarsdale, NY: 800-273-9189
• Ballantyne, NC: 833-996-2279
• Cary, NC: 800-814-5072 (by appointment only)
• Charlotte, NC: 800-275-6799
• Durham, NC: 800-987-1404
• Greensboro, NC: 800-544-2141
• Huntersville, NC: 800-622-9980
• Raleigh, NC: 800-532-5909
• Winston-Salem, NC: 800-409-6047
• Cleveland East, OH: 800-432-8359
• Cincinnati, OH: 800-634-5574
• Cleveland West, OH: 800-418-6591
• Columbus, OH: 800-544-6859
• Dayton, OH: 800-544-1585
• Fairlawn, OH: 800-476-4735
• Toledo, OH: 855-909-6842
• Oklahoma City, OK: 833-655-0857
• Tulsa, OK: 800-544-3036
• Beaverton, OR: 888-745-1531
• Portland - Bridgeport Village, OR: 800-922-4307
• Bucks County, PA: 800-443-1117
• Exton, PA: 844-773-1490
• Lehigh Valley, PA: 800-643-8691
• Philadelphia, PA: 800-722-0437
• Pittsburgh, PA: 800-272-7567
• Pittsburgh - South Hills, PA: 800-476-4721
• Villanova, PA: 610-992-1230
• Providence, RI: 800-742-1567
• Charleston, SC: 833-996-2280
• Greenville, SC: 800-223-7729
• Hilton Head, SC: 800-544-8672
• Franklin, TN: 800-622-9650
• Johnson City, TN: 800-225-8044
• Knoxville, TN: 800-544-2004
• Memphis, TN: 800-452-9936
• Nashville, TN: 629-208-5403
• Austin Domain, TX: 800-544-7815
• Austin Downtown, TX: 800-237-8827
• Dallas, TX: 800-358-5204
• Ft. Worth, TX: 800-224-6561
• Houston-Baybrook, TX: 800-544-6497
• Houston Champion Forest, TX: 800-790-9963
• Houston Memorial Drive, TX: 800-572-7011
• Houston Highland Village, TX: 800-367-7516
• Irving - Las Colinas, TX: 800-526-7249
• Katy, TX: 800-544-3063
• Plano, TX: 800-544-8645

Services offered by Fidelity

Fidelity offers a wide range of services to help individuals manage their finances and achieve their financial goals. Here are some of the key services they provide:

Investment Services

Fidelity offers various investment services to help individuals grow their wealth. This includes access to a team of advisors and dedicated advisors who can provide guidance and support in developing investment strategies, portfolio management, and tax-smart investing techniques. They also offer professionally managed stock portfolios, known as Fidelity Managed FidFolios®, which utilise tax-smart investing techniques. For those who want to manage their own investments, Fidelity provides resources and tools to help individuals invest in stocks, ETFs, mutual funds, CDs, and more.

Retirement Planning

Fidelity assists individuals in planning for retirement. They offer a range of retirement accounts, such as rollover IRA, Roth IRA, and traditional IRA, which provide flexibility and allow individuals to manage their own investments. They also provide resources and tools to help individuals transfer retirement funds and consolidate former 401(k) and workplace accounts without taxes or penalties.

Financial Planning and Advice

Fidelity provides financial planning and advice to help individuals make informed decisions about their money. They offer support in areas such as saving for college, a new home, or retirement. Individuals can work with a dedicated advisor to create a customised plan to grow and protect their wealth.

Brokerage Services

Fidelity offers brokerage services through Fidelity Brokerage Services LLC (FBS). They provide individuals with the resources and tools to manage their own investments across various asset classes, including stocks, ETFs, mutual funds, and more.

Wealth Management

Fidelity Wealth Management is an advisory service that offers comprehensive planning and investment management for individuals with a dedicated advisor. This service is designed for those with a full financial picture and typically requires a higher minimum investment.

Digital Tools and Resources

Fidelity provides digital tools and resources to help individuals manage their finances and investments. This includes their virtual assistant, online planning tools, and easy-to-use apps, such as the Fidelity mobile app and Fidelity Go.

Fidelity's services are designed to cater to a wide range of individuals, from young and first-time investors to those with more complex financial needs. With a focus on straightforward pricing, security, and protection, they aim to help individuals feel confident in achieving their financial goals.

History of Fidelity

Fidelity Investments, formerly known as Fidelity Management & Research (FMR), is an American multinational financial services corporation based in Boston, Massachusetts. The company was established in 1946 and is one of the largest asset managers in the world, with $5.8 trillion in assets under management and $15 trillion in assets under administration as of September 2024.

The history of Fidelity can be traced back to 1930 when The Fidelity Fund was incorporated in Massachusetts, with Edward C. Johnson II serving as president. However, the corporate structure changed in 1946, and the company became known as Fidelity Management & Research (FMR). This marks the official founding year of Fidelity, with Boston as its headquarters.

In the following decades, Fidelity underwent significant growth and expansion:

• In 1969, the company formed Fidelity International Limited (FIL) to serve non-U.S. markets, and later spun it off as an independent entity in 1980.
• In the 1980s, they transformed Commonwealth Pier into an office and exhibition space, renaming it the Boston World Trade Center.
• In 1982, FMR started offering 401(k) products, and in 1983, they opened their first street-level walk-in Investor Center in Boston.
• In 1986, they established a presence in Salt Lake City, Utah, and Colorado, opening their first Investor Center in downtown Denver.
• In 1995, they opened a 257-acre campus in Kentucky.
• In 1997, Robert Pozen was named CEO of the company.
• In 2001, Geode Capital Management was established as a subsidiary of FMR, but it was spun off as an independent company in 2003.
• In 2003, Fidelity launched its first ETF, the Fidelity Nasdaq Composite Index Tracking Stock Fund (ONEQ).
• In 2006, they expanded to Florida, opening two investor centers in Jacksonville and Ponte Vedra.
• In 2008, they established a presence in New Mexico to expand their regional presence in the southwestern United States.
• In 2010, Fidelity Ventures, their venture capital arm, was shut down, with many employees moving to Volition Capital.
• In 2011, the company changed the name of its international division to Fidelity Worldwide Investment and introduced a new logo.
• In 2012, they opened their sector investing division, the ETF Management and Strategy Group, and moved their Boston headquarters to 245 Summer Street.
• In 2014, Abigail Johnson, the granddaughter of the founder, became president and CEO of Fidelity Investments (FMR) and chairman of Fidelity International (FIL). She is the third generation to lead the privately-owned company.
• In 2018, Fidelity introduced a separate entity dedicated to institutional cryptoasset custody and cryptocurrency trading.
• In 2019, they reported that the firm would offer cryptocurrency trading to institutional customers and launched Fidelity Digital Asset Services for cryptocurrency custody and trade execution for institutional investors.
• In 2020, Fidelity launched "Stocks By The Slice," a program aimed at micro-investors.
• In 2021, they announced plans to hire 16,000 employees and filed for introducing a Bitcoin ETF with the SEC.
• In 2022, Fidelity was named one of Salt Lake Tribune's Top Workplaces.
• In 2023, they applied to launch a Spot Bitcoin ETF and a Spot Ethereum ETF with the SEC, with the Bitcoin fund being approved and launched in January 2024.

Today, Fidelity serves its customers through 216 Investor Centers in the U.S. and 14 regional sites globally, including India and Ireland. The company continues to innovate and transform to meet the evolving financial needs of its clients.

Frequently asked questions