Size: 3,000 square feet
Deal Structure: Lease
Contact: Tim McNamara
Fidelity Investor Centers are the retail financial services business of Fidelity Investments. Investor Centers offer financial and investment guidance to the firm’s clientele, such as one-on-one retirement planning, wealth management, income strategies, estate planning, life insurance, college planning services and integrated employee benefit solutions. Fidelity Investments is a privately held global financial services corporation founded and headquartered in Boston, MA. The company was founded by Edward C Johnson in 1946 in Boston, MA, and now has over $2.12 Trillion in Assets Under Management with over 45,000 employees. Abigail Johnson, the granddaughter of Edward Johnson, is the current President and CEO, and the company is still 49% owned by the Johnson Family. The Fidelity Advantage is the belief in making the complex, simpler. With over 26 million individual customers, there are over $6.3 Trillion in total customer assets at Fidelity.
Fidelity Investments looks to open Investor Centers in dense, affluent markets with heavy concentrations of class-A office space and high day-time populations. Fidelity will lease space in high end shopping centers or street retail in town centers. They are currently seeking approximately 3,000 Square Feet throughout Connecticut.