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Adam Ely

Fidelity Brokerage Services LLC

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About Adam Ely

Adam Ely is a financial professional registered with Fidelity Brokerage Services LLC. Adam has been in the industry for 2 years and has passed the Series 99TO and the SIE exams. Adam has previously worked for DIGITAL BROKERAGE SERVICES LLC, FIDELITY DISTRIBUTORS COMPANY LLC, FIDELITY PRIME FINANCING, GREEN PIER FINTECH LLC, and NATIONAL FINANCIAL SERVICES LLC.

Firm Information

Adam Ely is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Adam Ely’s Registration & Firm History

NJ

09/28/2021 - Present

Fidelity Brokerage Services LLC (JERSEY CITY NJ)

NJ

08/16/2022 - 07/31/2024

DIGITAL BROKERAGE SERVICES LLC (JERSEY CITY NJ)

NJ

08/16/2022 - 07/31/2024

FIDELITY DISTRIBUTORS COMPANY LLC (JERSEY CITY NJ)

MA

08/16/2022 - 07/31/2024

FIDELITY PRIME FINANCING (BOSTON MA)

MA

08/16/2022 - 07/31/2024

GREEN PIER FINTECH LLC (BOSTON MA)

NJ

08/16/2022 - 07/31/2024

NATIONAL FINANCIAL SERVICES LLC (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 09/27/2021

Series 99TO - Operations Professional Examination

BC

Issued 09/08/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Ely.
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