National Financial Services Fidelity Clearing
Business head: Bob Oros
No. clients: N/D
Min. assets: —
In the News
August 9, 2015 - Custodians ranked by number of RIA custody clients Firm Website Head of RIA custody business 2015 # of clients % change vs. 2014 Assets under custody ($M) % change vs. 2014 Minimum assets of advisers Schwab Advisor Services http://www.advisorservices.schwab.com...
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
For comments or suggestions about the Adviser Center, please contact us.
There is much left to be done to reach full equality, say Estee Jimerson of Envestnt, but things are improving.
Latest news & opinion
Led by CEO Kunal Kapoor, firm is moving way past ratings — and financial advisers are paying close attention.
The $100 million stock offering will fine-tune RIA valuations.
Complaint alleges the firm's policies limit African-Americans' 'income and advancement opportunities'
SEC commissioner says the Department of Labor rule set up an 'unworkable, impossible set of standards for people to comply with.'
New owners plan more growth for the software service provider.