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Nathaniel Chang

Fidelity Institutional Wealth Adviser LLC

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About Nathaniel Chang

Nathaniel Chang is a financial advisor with Fidelity Institutional Wealth Adviser LLC. Nathaniel has over 8 years of experience in the financial services industry. Nathaniel has a strong background in investment analysis and portfolio management. Nathaniel specializes in providing investment advice to high-net-worth individuals, corporations, and other businesses.

Firm Information

Nathaniel Chang 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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Nathaniel Chang’s Registration & Firm History

CA

02/08/2023 - Present

Fidelity Institutional Wealth Adviser LLC (NORWALK CA)

CA

06/23/2014 - 01/29/2015

IMPERIAL CAPITAL, LLC (LOS ANGELES CA)

CA

02/04/2008 - 05/05/2009

MERCER ALLIED COMPANY, L.P. (IRVINE CA)

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Licenses & Designations

BC

Issued 01/18/2023

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 08/04/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/22/2022

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/03/2014

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 09/22/2014

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 06/23/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathaniel Chang.
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