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Meredith Virginia Adams

Fidelity Brokerage Services LLC

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About Meredith Virginia Adams

Meredith Adams is a registered representative with Fidelity Brokerage Services LLC. Meredith has been in the financial services industry for over 18 years. Meredith has a strong background in securities and investments, having held previous positions with Prudential Investment Management Services LLC, Allegheny Investments, Ltd., Bill Few Securities, Inc. and Commonwealth Financial Network. Meredith has a broad range of experience in providing investment advice to clients.

Firm Information

Meredith Adams 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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Meredith Adams’s Registration & Firm History

RI

09/18/2014 - Present

Fidelity Brokerage Services LLC (SMITHFIELD RI)

NJ

12/19/2011 - 09/11/2014

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

NJ

03/22/2007 - 07/25/2011

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

PA

06/28/2005 - 08/01/2006

ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)

PA

07/07/2004 - 01/21/2005

BILL FEW SECURITIES, INC. (PITTSBURGH PA)

MA

03/08/2004 - 05/05/2004

COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)

NY

05/07/2002 - 04/07/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 05/13/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 05/06/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Meredith Virginia Adams.
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