Charles Ackerman has been Chief Financial Officer 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.
No adviser firm registrations are on Charles Ackerman’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 27 | Financial and Operations Principal Examination | 1 November 2023 |
- Name
- Financial and Operations Principal Examination
- CRD
- 2168517
- Firm
- Fidelity Institutional Wealth Adviser · CRD 301896
- Role
- Chief Financial Officer
- Registration
- Broker registration; no current adviser registration
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Charles Ackerman work?
Charles Ackerman has been Chief Financial Officer of Fidelity Institutional Wealth Adviser LLC since December 2025, and is a control person of the firm.
Does Charles Ackerman have a current investment-adviser registration?
Charles Ackerman has a current broker registration and no current investment-adviser registration.
What exams has Charles Ackerman passed?
Charles Ackerman passed the Series 27 in November 2023.
Is Charles Ackerman registered with FINRA?
Yes. Charles Ackerman has a current broker registration, under CRD 2168517.
Source: FINRA BrokerCheck
How can I verify Charles Ackerman’s record?
Search CRD 2168517 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Charles Ackerman’s full registration record.