clearingcustody.fidelity.comFidelity Clearing & Custody Solutions

Fidelity Clearing & Custody Solutions Fidelity Clearing & Custody Solutions ® Home Working With Us Back Technology & Products Back Practice Management Back Insight & Outlook Back Site Tools and tags, as close as possible to the opening tag. Creation Date: 04/23/2019 -- Shannon Eusey, CEO, Beacon Pointe Advisors Salene Hitchcock-Gear, President, Individual Life Insurance and Prudential Advisors Richard Burridge Jr., Founding Partner, CEO & CIO, RMB Capital Darren Henderson, Founding Partner, Corient Capital Partners, LLC -- Paul A. Pagnato, Founder and CEO, PagnatoKarp Rhomes Aur, CEO, FTB Advisors, Inc., EVP, First Tennessee Bank Is your business future-ready? Today's firms need the right tools, resources, and support to drive future results. With Fidelity Clearing & Custody Solutions ® , you get that — plus the innovative technology and dedicated service to help you evolve your business. Shannon Eusey CEO Beacon Pointe Advisors Salene Hitchcock-Gear President Individual Life Insurance and Prudential Advisors Richard Burridge, Jr. Founding Partner, CEO & CIO RMB Capital Darren Henderson, Founding Partner, CEO & CIO Corient Capital Partners, LLC -- Paul A. Pagnato Founder and CEO PagnatoKarp Rhomes Aur CEO, FTB Advisors, Inc. EVP, First Tennessee Bank Who we serve Advisors on the move Banks & Trusts Broker Dealers Family Office Services Registered Investment Advisors Transform for the future Start your transformation by gaining insights from these industry leaders below. Their stories can help inspire you to take your next step toward defining your future-ready business Rise Defy Aspire Dare Take your first step Going independent What should you do and know before making your move? Learn More Increase efficiency How can technology streamline and evolve your business? Learn More Grow your business Where are today's most effective growth opportunities? Learn More Understand industry trends What current factors are influencing and impacting the financial services industry? Learn More Stay ahead of the competition As a client of one of the most diversified financial companies in the U.S., you'll have access to our entire suite of innovative resources, insights, and perspectives — so you'll always be prepared as you evolve and grow your business. Explore Insight & Outlook Explore Practice Management Looking for new insights to attract and retain clients? Hear what innovative advisors and firms are doing now to capitalize on today's opportunities. Listen Now SM , our advanced total advisor platform, connects you to Fidelity tools and third-party products and solutions to help you digitize your business, enhance productivity and collaboration, and create more value for your clients." -- Let's get started Clearing and Bank Custody: 877.262.5950 RIAs, Advisors and Reps: 800.735.3756 or fill out the form below: For more information {{item.displayName}} Is your business future-ready? Today's wealth management landscape is constantly changing — and challenging Fidelity Investments is an independent company, unaffiliated with the firms on this page. There is no form of legal partnership, agency affiliation, or similar relationship between Fidelity and the firms mentioned herein, nor is such a relationship created or implied by the information herein. There was an issue with your input OK Please confirm OK Cancel Information provided in this document is for informational and educational purposes only. To the extent any investment information in this material is deemed to be a recommendation, it is not meant to be impartial investment advice or advice in a fiduciary capacity and is not intended to be used as a primary basis for you or your clients' investment decisions. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services. Why work with Fidelity? LEARN MORE Explore Working with Us Technology & Products Practice Management Insight & Outlook Access Contact Us Client Login -- Policies Terms of Use Privacy: RIA | BD/Bank Business Continuity Plan Statement: RIA | BD/Bank Trade Execution Quality Statement of Financial Condition Trade Away Transactions Callable Securities Lottery About Fidelity Clearing & Custody Solutions ® provides a comprehensive clearing and custody platform, brokerage, investment, and reporting services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs) , including strategic acquirers and professional asset managers, retirement recordkeepers, broker-dealer firms, banks , insurance companies, family offices, and wealthy families. The goal of Fidelity Clearing & Custody Solutions ® is to help clients ensure that they are always future-ready by providing knowledgeable consulting exceptional people and transformative technology . Fidelity Clearing & Custody Solutions ® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC . Fidelity Family Office Services is a division of Fidelity Brokerage Services LLC, Member NYSE, SIPC . Other Fidelity Websites For Individuals Fidelity.com * Online trading, ETFs, Mutual Funds, IRAs, & Retirement for Individual Investors 401(k) Participants & Employees of Corporations * Account balances, investment options, contributions, tools, and guidance. 403(b) & 457(b) Participants & Employees of Non-Profits * Account balances, investment options, contributions, tools, and guidance. Other Workplace Benefits(NetBenefits ® ) See your compensation, health, and insurance benefits managed by Fidelity for your employer. Fidelity ® Charitable Gift Fund Organize, simplify, and potentially increase your charitable giving with this donor-advised fund. Fidelity Labs Explore and comment on our beta software designed for improving the technology of online customer service and investing. * Intended for individuals who manage their workplace retirement plans or other benefits through Fidelity, however, the tools, guidance, and educational materials on these sites may be helpful to others as well. For Employers Fidelity Workplace Services Retirement plan services and benefits solutions for employers. Find out how Fidelity can help drive your organization's success. Workplace perspectives Learn about industry trends, what's happening in Washington, and much more. For Investment Professionals Institutional Asset Management Fidelity Institutional Asset Management works with financial advisors and advisory firms, offering them resources to help investors plan and achieve their goals; it also works with institutions and consultants to meet their varying and custom investment needs. Capital Markets Trading, products, and services with a commitment to execution excellence. Hedge Fund Managers Execution, securities lending, financing, and custody through Fidelity Prime Services....