Johnpatrick Squillace
Johnpatrick Squillace is a registered investment advisor at Fidelity Institutional Wealth Adviser LLC, based in Providence, RI, with 8 years of industry experience. Johnpatrick 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
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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
Providence, RI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Fidelity Institutional Wealth Adviser LLC
Fidelity Distributors Company LLC
Fidelity Distributors Company LLCBroker
Previous Registrations
Fidelity Brokerage Services LLCBroker
State Registrations52 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.