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Steven Joseph Donahue

Fidelity Institutional Wealth Adviser LLC

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About Steven Joseph Donahue

Steven Donahue is a registered representative with Fidelity Institutional Wealth Adviser LLC. Steven has been in the financial services industry for over 10 years. Steven works with both individuals and businesses. Steven has been registered in multiple states as a broker and investment advisor. Steven is a licensed investment advisor in Texas and Rhode Island. Steven specializes in investment planning, insurance, and retirement planning. Steven has also served as a referee for the referees crease. Steven holds the Series 66, Series 7TO and SIE licenses and has a background in retail and customer service.

Firm Information

Steven Donahue 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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Steven Donahue’s Registration & Firm History

RI

05/13/2024 - Present

Fidelity Institutional Wealth Adviser LLC (SMITHFIELD RI)

RI

09/12/2022 - 10/26/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)

MA

04/10/2022 - 08/08/2022

COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)

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Licenses & Designations

BOTH

Issued 07/01/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/09/2022

Series 7TO - General Securities Representative Examination

BC

Issued 01/16/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Joseph Donahue.
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