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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Downing is a registered investment advisor representative with Fidelity Institutional Wealth Adviser LLC. Kevin has been in the financial services industry since 2014. Kevin has passed the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. Kevin has a history of working in various financial services roles, including at Fidelity Investments, Lindale Partners, and Bates College. Kevin specializes in providing advisory services to high-net-worth individuals, corporations, and businesses. Kevin is also registered in Massachusetts and Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Overlay portfolio management; non-discretionary investment advice
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MA
01/23/2025 - Present
Fidelity Institutional Wealth Adviser LLC (BOSTON MA)
Active
Inactive
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