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FIDELITY MANAGEMENT & RESEARCH COMPANY LLC

BOSTON, MA · CRD 108281 · IAPD ↗ · 617-563-7000

$5685.04BRegulatory AUM
744Advisory reps
1427Employees
1Clients
n/aPlanning clients
1Private funds
51States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — FIDELITY MANAGEMENT & RESEARCH COMPANY LLC grew from 727 to 744 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — FIDELITY MANAGEMENT & RESEARCH COMPANY LLC added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2025 — FIDELITY MANAGEMENT & RESEARCH COMPANY LLC grew from 689 to 727 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — FIDELITY MANAGEMENT & RESEARCH COMPANY LLC added office(s): 5 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2024 — FIDELITY MANAGEMENT & RESEARCH COMPANY LLC reported RAUM up 26% ($3148.42B -> $3964.39B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2024 — FIDELITY MANAGEMENT & RESEARCH COMPANY LLC grew from 610 to 689 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.