Who We Are

Fidelity Clearing & Custody Solutions

Our advisors enjoy access to the services offered by Fidelity Clearing & Custody Solutions (FCCS), a Fidelity Investments company. Through FCCS, you can leverage the strength of products, resources, services and technology offered by Fidelity, one of the world’s largest and most respected financial services firms, with $6.8 trillion in total client assets*.

Fidelity, through an A-rated insurance carrier, provides net asset insurance on brokerage accounts carried through FCCS.

Through FCCS, our advisors have access to:

  • Clearing Services
  • Capital Markets Expertise
  • Marketing & Practice Management Programs
  • Brokerage Technology
  • Research

* As of March 31, 2018