Fidelity Investments
"Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app."
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Financial Planning, Investment, Brokerage - New York, NY - Fidelity
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Financial Planning, Investment, Brokerage - New York, NY - Fidelity
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- Collaborate on a financial plan
- Discuss your goals and investment strategies
- Get guidance on a specific situation
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Investor Center details
Financial planning by appointment only
165 Broadway, New York NY 10006
Directions
Office hours:
Monday to Friday: 8:30 a.m. - 5:00 p.m.
Not sure if you need an appointment? Call us and we’ll help!
This Investor Center: 800-348-3030 (office hours only)
Fidelity Customer Service Center: 800-343-3548 (24/7)
Investor Center management details, parking, holidays, and more info
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Branch Manager: Patrick O'Keefe
Location: The branch is located on the corner of Liberty St. and Church St.
Wheelchair Accessibility: Facing the entrance to One Liberty Plaza located on Liberty Street. Once on the platform, turn left heading towards the corner of Liberty St. and Church St. and you’ll see the branch on the right
Public Transit: Accessible from the Path train and Subway A, C, R, and W.
Connect with us before stopping by to see if we can help you online
Customer Service Center
Or call us at 800-343-3548
Fidelity Medicare Services® - Need help navigating Medicare? A member of the Fidelity Medicare Services team can guide you through the entire journey, from education and enrollment to year-over-year support.
Investing involves risk, including risk of loss.
Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.
The Fidelity Investments and pyramid design logo is a registered service mark of FMR LLC.
Investment advisory services are provided through Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, for a fee. Brokerage services are provided through Fidelity Brokerage Services LLC (FBS). Both are Fidelity Investments companies.
Fidelity Medicare Services is operated by Fidelity Health Insurance Services, LLC ("FHIS"), and FMR LLC ("FMR") is the parent company of FHIS.
Fidelity advisors are licensed representatives of FPWA and registered representatives of FBS. Whether a Fidelity advisor provides advisory or brokerage services to you will depend on the products and services you choose.
Effective March 31, 2025, Fidelity Personal and Workplace Advisors LLC (FPWA) will merge into Strategic Advisers LLC (Strategic Advisers). Any services provided or benefits received by FPWA as described above will, as of March 31, 2025, be provided and/or received by Strategic Advisers. FPWA and Strategic Advisers are Fidelity Investments companies.
Fidelity Brokerage Services LLC, Member NYSE, SIPC
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