Lisa Cash-Doherty
Lisa Cash-Doherty is a registered investment advisor at Fidelity Institutional Wealth Adviser LLC, based in Smithfield, RI, with 1 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 52,688 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
FIWA does not directly manage investments for individual investors. Instead, FIWA provides a platform that financial service firms can use to manage investments for their clients. FIWA does not charge a platform fee for accounts that only use investment options managed by FIWA and its affiliates. For accounts that use investment options from other companies, FIWA charges a platform fee based on the amount of assets in the account.
Location
500 Salem Street, Smithfield, RI, 02917-1288
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Current Registrations
Fidelity Institutional Wealth Adviser LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
National Financial Services LLC
National Financial Services LLCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.