Fiduciary Trust International, LLC

Fiduciary Trust International, LLC (CRD# 124062) is a financial advisory firm headquartered in Lincoln, MA. They manage $5,464,877,027 in 491 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
55 Old Bedford Rd, Suite 302, Lincoln, MA 01773
By the Numbers
  • Total Assets Under Management
    5,465
    MILLION
  • Total Number of Accounts
    491
    ACCOUNTS
  • Average Account Value
    $11,130,096
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA, NY

Financial Advisors at Fiduciary Trust International, LLC
Showing 1 - 10 of 14 top financial advisors.
1
Katherine Burke, financial advisor Lincoln MA
Katherine D. Burke
CRD#: 5322910
55 Old Bedford Rd, Suite 302, Lincoln, MA 01773

Katherine Burke (CRD# 5322910) is an Investment Advisor Representative working at Fiduciary Trust International, LLC in Lincoln, MA and has over 2 years of experience in the finance industry.

2
Douglas Cohen, financial advisor Lincoln MA
Douglas M. Cohen
CRD#: 2510583
55 Old Bedford Rd, Suite 302, Lincoln, MA 01773

Douglas Cohen (CRD# 2510583) is an Investment Advisor Representative working at Fiduciary Trust International, LLC in Lincoln, MA and has over 6 years of experience in the finance industry.

3
Jeffrey Finkelman, financial advisor Lincoln MA
Jeffrey S. Finkelman
CRD#: 6523935
55 Old Bedford Rd, Suite 302, Lincoln, MA 01773

Jeffrey Finkelman (CRD# 6523935) is an Investment Advisor Representative working at Fiduciary Trust International, LLC in Lincoln, MA and has 1 year of experience in the finance industry.

4
Katharine Huntington, financial advisor Lincoln MA
Katharine M. Huntington
CRD#: 5626060
55 Old Bedford Rd, Suite 302, Lincoln, MA 01773

Katharine Huntington (CRD# 5626060) is an Investment Advisor Representative working at Fiduciary Trust International, LLC in Lincoln, MA and has over 14 years of experience in the finance industry.

5
Matthew Katz, financial advisor Lincoln MA
Matthew A. Katz
CRD#: 5069216
55 Old Bedford Rd, Suite 302, Lincoln, MA 01773

Matthew Katz (CRD# 5069216) is an Investment Advisor Representative working at Fiduciary Trust International, LLC in Lincoln, MA and has 1 year of experience in the finance industry.

6
Alex Paul, financial advisor Lincoln MA
Alex M. Paul
CRD#: 4493608
55 Old Bedford Rd, Suite 302, Lincoln, MA 01773

Alex Paul (CRD# 4493608) is an Investment Advisor Representative working at Fiduciary Trust International, LLC in Lincoln, MA and has over 17 years of experience in the finance industry.

7
John Raus, financial advisor Lincoln MA
John M. Raus
CRD#: 6395276
55 Old Bedford Rd, Suite 302, Lincoln, MA 01773

John Raus (CRD# 6395276) is an Investment Advisor Representative working at Fiduciary Trust International, LLC in Lincoln, MA and has 1 year of experience in the finance industry.

8
Erick Rawlings, financial advisor Lincoln MA
Erick R. Rawlings
CRD#: 6004830
55 Old Bedford Rd, Suite 302, Lincoln, MA 01773

Erick Rawlings (CRD# 6004830) is an Investment Advisor Representative working at Fiduciary Trust International, LLC in Lincoln, MA and has over 12 years of experience in the finance industry.

9
Tyler Rodday, financial advisor Lincoln MA
Tyler P. Rodday
CRD#: 4483709
55 Old Bedford Rd, Suite 302, Lincoln, MA 01773

Tyler Rodday (CRD# 4483709) is an Investment Advisor Representative working at Fiduciary Trust International, LLC in Lincoln, MA and has over 14 years of experience in the finance industry.

10
Rohan Shroff, financial advisor Lincoln MA
Rohan K. Shroff
CRD#: 6828824
55 Old Bedford Rd, Suite 302, Lincoln, MA 01773

Rohan Shroff (CRD# 6828824) is an Investment Advisor Representative working at Fiduciary Trust International, LLC in Lincoln, MA and has over 6 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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