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Robert Adams

Fidelity Distributors Co. LLC

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About Robert Adams

Robert Adams is a financial professional with over 16 years of experience in the securities industry. Robert is currently registered with Fidelity Distributors Co. LLC and Fidelity Brokerage Services LLC, both of which are active in the Broker-Dealer space. Robert holds a Series 7, Series 24, Series 27 and Series 99TO licenses. Robert has previously held positions with Fidelity Distributors Corporation, Fidelity Investments Institutional Services Company, Inc., and Fidelity Brokerage Services LLC.

Firm Information

Robert Adams is currently registered with Fidelity Distributors Co. LLC. Fidelity Distributors Co. LLC is a Limited Liability Company formed in January 2020. The firm is registered in all 50 states and the District of Columbia. It has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

137

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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Robert Adams’s Registration & Firm History

NJ

09/01/2020 - Present

Fidelity Distributors Co. LLC (JERSEY CITY NJ)

NJ

08/22/2013 - 11/28/2017

FIDELITY DISTRIBUTORS CORPORATION (JERSEY CITY NJ)

NJ

08/22/2013 - 11/28/2017

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (JERSEY CITY NJ)

RI

01/06/2010 - 04/27/2010

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 07/03/2019

Series 27 - Financial and Operations Principal Examination

BC

Issued 12/22/2006

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MEMX LLC

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 Robert Adams.
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