Amanda Robinson has been Head of Specialist Distribution, Director of Fidelity Institutional Wealth Adviser since December 2025, is a control person of the firm and directly owns under 5% of it.
Fidelity Institutional Wealth Adviser LLC is a Boston, MA firm with $9.38B under management, 65,862 clients and 101 advisers across 12 offices, as of its March 2026 filing.
- – present · 1 yearHingham, MA · Adviser representative · Firm CRD 301896
Investment adviser representative registrations
Amanda Robinson is registered as an investment adviser representative in 3 states. The first approvals date from March 2025; the most recent is Massachusetts, in July 2025.
- MassachusettsSince 29 July 2025
- Rhode IslandSince 28 March 2025
- TexasSince 28 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 23 April 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 6 August 2016 |
| Series 7 | General Securities Representative Examination | 26 July 2016 |
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6674004
- Firm
- Fidelity Institutional Wealth Adviser · CRD 301896
- Role
- Head of Specialist Distribution, Director
- Office
- Hingham, MA
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2016
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Amanda Robinson work?
Amanda Robinson has been Head of Specialist Distribution, Director of Fidelity Institutional Wealth Adviser LLC since December 2025, and is a control person of the firm.
Is Amanda Robinson a financial advisor?
Yes. Amanda Robinson has a current investment-adviser registration in Massachusetts, Rhode Island and Texas, through Fidelity Institutional Wealth Adviser since March 2025.
How many years of experience does Amanda Robinson have?
Amanda Robinson has 10 years in the financial industry, since July 2016, across 1 adviser firm.
What exams has Amanda Robinson passed?
Amanda Robinson has passed 3 licensing exams: the Series 7, Series 63 and Series 24. The earliest, the Series 7, was passed in July 2016. FINRA credited Amanda Robinson with the SIE, which began in October 2018.
Where is Amanda Robinson based?
Amanda Robinson’s registered office is in Hingham, MA.
Is Amanda Robinson registered with FINRA?
Yes. Amanda Robinson has a current broker registration, under CRD 6674004.
Source: FINRA BrokerCheck
How can I verify Amanda Robinson’s record?
Search CRD 6674004 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Amanda Robinson’s full registration record.