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.
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 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.
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.
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.
You can reach the main office by calling the phone number 203-222-3334 or by fax 203-222-3335. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.