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Alison Rachel Green

Fidelity Institutional Wealth Adviser LLC

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About Alison Rachel Green

Alison Green is a financial advisor with Fidelity Institutional Wealth Adviser LLC in Smithfield, Rhode Island. Alison has been in the financial services industry since July 2016. Alison is registered with the state of Massachusetts, Rhode Island and Texas. Alison holds the Series 66, Series 7, and SIE licenses. Alison previously worked at MML Investors Services, LLC in Springfield, Massachusetts. Alison specializes in providing financial advice to individuals, corporations and pension and profit-sharing plans.

Firm Information

Alison Green is currently registered with Fidelity Institutional Wealth Adviser LLC. Fidelity Institutional Wealth Adviser LLC is a Boston-based wealth management firm with over $3.9 billion in regulatory assets under management. They provide portfolio management services to individuals, corporations, and other institutions, including pension plans and investment companies. They offer both discretionary and non-discretionary investment advice. The firm also provides educational seminars and selects other advisors for their clients. They have a wrap fee program, and are registered with the SEC.
Fidelity Institutional Wealth Adviser LLC

245 SUMMER STREET

BOSTON, MA 02210

$3.93B

Assets Under Management

47,856

Total Clients

34

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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overlay portfolio management; non-discretionary investment advice

Overlay portfolio management; non-discretionary investment advice

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alison Green’s Registration & Firm History

RI

05/22/2023 - Present

Fidelity Institutional Wealth Adviser LLC (SMITHFIELD RI)

MA

12/09/2015 - 03/16/2022

MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)

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Licenses & Designations

BOTH

Issued 05/05/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Alison Rachel Green.
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