Not exact matches
Fidelity
offers advisory solutions through Strategic Advisers LLC a registered investment adviser and wholly owned subsidiary of FMR LLC (collectively with Strategic Advisers and its
affiliates, «Fidelity Investments» or «Fidelity»).
While some of the
affiliates are authorized or licensed to conduct business in one or more jurisdictions, they are not authorized to
offer their investment
advisory services in all jurisdictions.
Ric Edelman, Executive Chairman of Edelman Financial Services, LLC, a Registered Investment Advisor, is an Investment Advisor Representative who
offers advisory services through EFS and is a Registered Representative and Registered Principal of, and
offers securities through, EF Legacy Securities, LLC, an
affiliated broker / dealer, member FINRA / SIPC.
USAA Managed Portfolios — UMP ® U M P ® (UMP) is an
advisory service of USAA Investment Management Company (IMCO), a registered investment adviser, that is
offered through its
affiliate, USAA Financial Advisors, Inc. (FAIF A I).