Fidelity International Securities, Inc. (Westport)

Fidelity International Securities, Inc. is a large advisory firm based in Westport. It manages $135.82 million of regulatory assets for 725 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Florida, and Texas.

Fidelity International Securities provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fidelity International Securities: assets under management

The assets under management (AUM) of Fidelity International Securities, Inc. is $135.82 million. The firm's AUM has gone down by -23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $61.85 million in discretionary accounts and $73.97 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $438.62 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $126.67 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Fidelity International Securities, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Fidelity International Securities, Inc.

Anthony John Bavedas has been acting as President since 1 Apr 1994. Anthony John Jr Bavedas joined the executive team most recently as the Ceo/Crop/Srop.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Anthony John Bavedas	President/director/crop/srop	1 Apr 1994	75% - 100%	15235
Eileen Avery Schloss	Vice president	1 Feb 1997	Other	1394772
Anthony John Jr Bavedas	Ceo/crop/srop	1 Mar 2003	75% - 100%	15235
Michael William Carroll	President	1 Mar 2003	Other	1929644

Based in Westport

The principal office where Fidelity International Securities, Inc. performs its advisory services is located at 830 Post Road East, Westport, CT 06880, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.