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 11 - 14 of 14 top financial advisors.
11
Adam Souliere, financial advisor Lincoln MA
Adam E. Souliere
CRD#: 6123849
55 Old Bedford Rd, Suite 302, Lincoln, MA 01773

Adam Souliere (CRD# 6123849) 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.

12
Alex Chown, financial advisor Lincoln MA
Alex W. Chown
CRD#: 7174891
55 Old Bedford Rd, Suite 302, Lincoln, MA 01773

Alex Chown (CRD# 7174891) is an Investment Advisor Representative working at Fiduciary Trust International, LLC in Lincoln, MA and has 1 year of experience in the finance industry.

13
Brandon Johnson, financial advisor Lincoln MA
Brandon L. Johnson
CRD#: 7192629
55 Old Bedford Rd, Suite 302, Lincoln, MA 01773

Brandon Johnson (CRD# 7192629) is an Investment Advisor Representative working at Fiduciary Trust International, LLC in Lincoln, MA and has over 4 years of experience in the finance industry.

14
Anna Kastrilevich, financial advisor New York NY
Anna A. Kastrilevich
CRD#: 7193947
150 E. 52nd Street, Suite 21001, New York, NY 10022

Anna Kastrilevich (CRD# 7193947) is an Investment Advisor Representative working at Fiduciary Trust International, LLC in New York, NY and has over 4 years of experience in the finance industry.

PREV ... 1 2

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals