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Alexander Harrington

9 Years of Experience
Boston, MA

Alexander Harrington is a registered investment advisor at Fidelity Institutional Wealth Adviser LLC, based in Boston, MA, with 9 years of industry experience. Alexander 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
52,688 clients
Average Client Portfolio
$123K average
Assets Under Management
$6.5B

Fee Structure

Minimum Investment:$2.5K
Investment management only (planning not offered)

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.

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Location

245 Summer Street, Boston, MA, 02210-1129

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Fidelity Institutional Wealth Adviser LLC
May 2022 - Present · 3 yrs 11 mos
Previous Registrations
Fidelity Distributors Company LLCBroker
May 2022 - March 2026 · 3 yrs 10 mos
Ladenburg Thalmann Asset Management INC
July 2021 - April 2022 · 9 mos
Ladenburg Thalmann & CO. INC.Broker
June 2016 - April 2022 · 5 yrs 10 mos
State Registrations3 states
MARITX
Advisor

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.

Exams
No exam information available for this advisor.
Alexander Harrington - Financial Advisor | TrueAdvisor