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Manmohan Seth

Head of Product, Director at Fidelity Institutional Wealth Adviser

Broker registration; no current adviser registrationUpdated

Manmohan Seth is Head of Product, Director of Fidelity Institutional Wealth Adviser LLC, a Boston investment adviser managing $9.38B. Manmohan Seth has a current broker registration and no current investment-adviser registration and has passed the Series 7TO, Series 99TO, Series 24 and Series 63.

4
Licensing exams

From the IAPD record, checked 21 October 2026SEC record

Career

Manmohan Seth has been Head of Product, Director of Fidelity Institutional Wealth Adviser since December 2023, 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 Manmohan Seth’s record.

Credentials and registrations

Examinations

Series 6312 July 2025
Name
Uniform Securities Agent State Law Examination
Series 2411 September 2024
Name
General Securities Principal Examination
Series 99TO18 April 2024
Name
Operations Professional Examination
Series 7TO23 August 2023
Name
General Securities Representative Examination

Key facts

Full name
Manmohan S Seth
CRD
7715064
Role
Head of Product, Director
Registration
Broker registration; no current adviser registration
Disciplinary history
Not yet shown here · SEC record · BrokerCheck

Common questions

Where does Manmohan Seth work?

Manmohan Seth has been Head of Product, Director of Fidelity Institutional Wealth Adviser LLC since December 2023, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

Does Manmohan Seth have a current investment-adviser registration?

Manmohan Seth has a current broker registration and no current investment-adviser registration.

Source: IAPD individual record, checked 21 October 2026

What exams has Manmohan Seth passed?

Manmohan Seth has passed 4 licensing exams: the Series 7TO, Series 99TO, Series 24 and Series 63. The earliest, the Series 7TO, was passed in August 2023.

Source: IAPD individual record, checked 21 October 2026

Is Manmohan Seth registered with FINRA?

Yes. Manmohan Seth has a current broker registration, under CRD 7715064.

Source: FINRA BrokerCheck

How can I verify Manmohan Seth’s record?

Search CRD 7715064 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Manmohan Seth’s full registration record.

Source: IAPD individual record, checked 21 October 2026

Leadership at Fidelity Institutional Wealth Adviser

Sources

  1. IAPD individual record, CRD 7715064, checked 21 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Fidelity Institutional Wealth Adviser LLC, filed 30 March 2026. Title, control and ownership bands.