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FIDELITY DIVERSIFYING SOLUTIONS LLC

BOSTON, MA · CRD 315088 · IAPD ↗ · 617-563-7000

$18.88BRegulatory AUM
44Advisory reps
44Employees
0Clients
n/aPlanning clients
12Private funds
35States
3Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — FIDELITY DIVERSIFYING SOLUTIONS LLC added office(s): 3 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2026 — FIDELITY DIVERSIFYING SOLUTIONS LLC reported RAUM up 95% ($9.66B -> $18.88B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2026 — FIDELITY DIVERSIFYING SOLUTIONS LLC grew from 35 to 44 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2025 — FIDELITY DIVERSIFYING SOLUTIONS LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
April 2025 — FIDELITY DIVERSIFYING SOLUTIONS LLC notice-filed in AK, AL, CA, CT, DC, DE, FL, GA, HI, IA, IN, KS, MD, MI, MN, MO, NM, NV, NY, OH, OR, PA, TN, TX, VA, VT, WA, WI, WV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2025 — FIDELITY DIVERSIFYING SOLUTIONS LLC reported RAUM up 271% ($2.60B -> $9.66B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2025 — FIDELITY DIVERSIFYING SOLUTIONS LLC grew from 22 to 35 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
32
April 2024 — FIDELITY DIVERSIFYING SOLUTIONS LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — FIDELITY DIVERSIFYING SOLUTIONS LLC crossed $1B in regulatory AUM ($86.4M -> $2.60B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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