Bloomberg Anywhere Remote Login Bloomberg Terminal Demo Request


Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.


Financial Products

Enterprise Products


Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000


Industry Products

Media Services

Follow Us

October 04, 2015 5:26 PM ET

Capital Markets

Company Overview of Fidelity Investments

Company Overview

Fidelity Investments is a privately owned investment manager. The firm also provides IRAs, 401(k) rollovers, annuities, discount brokerage services, retirement services, estate planning, wealth management, securities execution and clearance, and life insurance services to its clients. It provides its services to individual investors, businesses, financial advisors, and institutions. The firm manages equity, fixed income, and balanced mutual funds. The firm invests in the public equity and fixed income markets across the globe. It conducts in-house research to make its investments. Fidelity Investments was founded in 1946 and is based in Boston, Massachusetts.

82 Devonshire Street

Boston, MA 02109-3605

United States

Founded in 1946





Key Executives for Fidelity Investments

Chairman, President, Chief Executive Officer and Member of the Board of Directors
Age: 54
President of Asset Management
Age: 55
Senior Vice President and Deputy General Counsel
Age: 49
Managing Director and Senior Marketing Investment Strategist
Head of Defined Contribution Business Development and Executive Director
Compensation as of Fiscal Year 2015.

Fidelity Investments Key Developments

Fidelity Investments Introduces its First Multi-Asset Income Fund

Fidelity Investments announced the launch of its first multi-asset income fund, designed to meet the growing demand among American investors for income. Fidelity Advisor Multi-Asset Income Fund (classes A, C, T and I) is available only through financial advisors. Fidelity Advisor Multi-Asset Income Fund is an income-oriented strategy that seeks to provide a combination of income and capital appreciation. A flexible mandate allows the managers to invest across the entire spectrum of income-producing securities, including investment-grade bonds, non-investment-grade bonds, and dividend-paying equities. The fund benchmark index is the Barclays Aggregate Bond Index. It also has a secondary composite benchmark, 50% S&P 500 Index/50% Barclays Aggregate Bond Index. Fidelity Advisor Multi-Asset Income Fund brings Fidelity experts in income investing together in a single fund.

Fidelity Investments Presents at CED Tech Venture Conference, Sep-16-2015 12:15 PM

Fidelity Investments Presents at CED Tech Venture Conference, Sep-16-2015 12:15 PM. Venue: Raleigh Convention Center, 500 S. Salisbury Street, Raleigh, NC 27601, United States. Speakers: Steve Neff, CTO.

Fidelity Investments Presents at Canadian Fixed Income Conference 2015, Sep-30-2015 03:45 PM

Fidelity Investments Presents at Canadian Fixed Income Conference 2015, Sep-30-2015 03:45 PM. Venue: New York, United States. Speakers: Catriona Martin, Portfolio Manager, Fixed-Income Division of Fidelity Management & Research Company.

Similar Private Companies By Industry

Company Name Region
ICB Corp. United States
La Jolla Investment Partners United States
Wiley Dickson, LLC United States
The BlueSky Group, LLC United States
O'Connell Hospitality Group, LLC United States

Recent Private Companies Transactions

September 18, 2015
Tokyo Kohtetsu Co., Ltd.
September 3, 2015
Millennial Media Inc.
September 2, 2015
Frutarom Industries Ltd.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
Bertelsmann AG Europe
Rush University United States
Citizens Budget Commission United States

Sponsored Financial Commentaries

Sponsored Links

Report Data Issue

To contact Fidelity Investments, please visit Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at