Fidelity Management & Research Company (Boston)


Fidelity Management & Research Company is a large advisory firm based in Boston. It manages $338.95 billion of regulatory assets for 46 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, New Hampshire, and Rhode Island.

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Fidelity Management & Research Company provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for foreign and proprietary funds and accounts. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fidelity Management & Research Company: assets under management

The assets under management (AUM) of Fidelity Management & Research Company is $338.95 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 2725% since the beginning of its operation, and $353.85 million of the total AUM is attributable to clients outside of the United States.


The firm manages $338.95 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.37 billion each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fidelity Management & Research Company for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients John J (Mi Only) Remondi serves?

The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of John J (Mi Only) Remondi is investment companies with 312 clients and $338.6 billion of assets under management. Among the 12 most similar advisory firms, Fidelity Management & Research Company has the highest percentage of investment companies out of all clients.


The amount of regulatory assets under management is $338.95 billion for 326 clients. None of the firm’s clients are foreign persons or businesses.

Fidelity Management & Research Company also advises several private funds. Namely, one hedge fund and fifty one other private funds.

Careers at Fidelity Management & Research Company

The company employs 321 people that are either part- or full-time employees. 7 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

John J (Mi Only) Remondi has been acting as President since 1 Jun 2007. Harley Jay Lank joined the executive team most recently as the Head Of High Income.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Edward Crosby Johnson Director, chairman of the board 1 Apr 1976 Other 1367269
Fmr Llc Shareholder 1 Dec 1977 75% - 100% 04-2507163
Fmr Corp. Shareholder 1 Dec 1977 75% - 100% 04-2507163
Edward Crosby Johnson Director, chairman of the board 1 Dec 1977 Other 1367269
Edward C (Mi Only) Johnson Director, chairman of the board 1 Dec 1977 Other 1367269
Francis Vincent Knox Vice president, chief compliance officer 1 Nov 1991 Other 1699647
Peter Simon Lynch Vice chairman, director 1 Dec 1992 Other 1964598
Jay Freedman Assistant clerk 1 Jan 1996 Other 2762408
Robert Charles Pozen Director, president 1 Apr 1997 Other 1963981
Abigail Pierrepont Johnson Senior vice president 1 May 1997 Other 4340399
Richard Ambrose Spillane Senior vice president 1 May 1997 Other 1788402
Robert Anthony Lawrence Senior vice president 1 May 1997 Other 1718925
William Ebsworth Senior vice president 1 May 1997 Other 4347272
Dwight Churchill Senior vice president 1 Jun 1997 Other 2306243
Eric Daniel Roiter General counsel, clerk 1 Dec 1997 Other 3037873
Bart Grenier Senior vice president 1 Apr 1999 Other 4451384
John Edward Mcdowell Senior vice president 1 Apr 1999 Other 1522029
Laura Porter Cronin Treasurer and chief financial officer 1 May 1999 Other 4340395
Dwight Churchill Senior vice president 1 Jun 2000 Other 2306243
Js Wynant Treasurer and chief financial officer 1 Mar 2001 Other 4519542
Js (Nmn) Wynant Treasurer, chief financial officer 1 Mar 2001 Other 4519542
Abigail Pierrepont Johnson Director, president 1 Jun 2001 Other 4340399
Philip Lindsey Bullen Senior vice president 1 Jun 2001 Other 2618050
Walter Clemens Donovan Senior vice president 1 Jun 2001 Other 1406537
Clare Richer Chief of investment operations 1 Jul 2001 Other 4520133
Bart Grenier Senior vice president 1 Jan 2002 Other 4451384
Maria Frances Dioriodwyer Vice president, chief compliance officer 1 Mar 2002 Other 2465027
Clare Richer Chief of investment operations, senior vice president 1 Apr 2002 Other 4520133
Nicholas Edgar Steck Chief compliance officer 1 Aug 2002 Other 2508484
John Mcdowell Senior vice president 1 Nov 2002 Other 1522029
Nicholas Edgar Steck Chief compliance officer, vice president 1 Apr 2003 Other 2508484
Walter Clemens Donovan Senior vice president 1 Apr 2003 Other 1406537
Kenneth Alan Rathgeber Chief compliance officer 1 Oct 2004 Other 2400619
Karen Hammond Executive vice president 1 Jun 2005 Other 1460573
Kenneth Alan Rathgeber Chief compliance officer 1 Jun 2005 Other 2400619
Boyce Ingram Greer Executive vice president 1 Jun 2005 Other 1423638
Dwight Churchill Executive vice president 1 Jul 2005 Other 2306243
Walter Clemens Donovan Executive vice president 1 Jul 2005 Other 1406537
Boyce Ingram Greer Executive vice president 1 Jul 2005 Other 1423638
Stephen P Jonas Executive director 1 Jul 2005 Other 4523110
Robert Lloyd Reynolds Director, president 1 Jul 2005 Other 2009065
Timothy Francis Hayes Executive vice president 1 Jul 2005 Other 2000741
Dwight (Nmn) Churchill Executive vice president 1 Jul 2005 Other 2306243
Eric Michael Wetlaufer Group chief investment officer 1 Aug 2005 Other 2687457
Bruce James Herring Group chief investment officer, vice president 1 Aug 2005 Other 4318326
Bruce T. Herring Group chief investment officer, vice president 1 Aug 2005 Other 5178568
Robert A Lawrence Senior vice president, head of high income division 1 Sep 2005 Other 4624500
John J (Mi Only) Remondi Director 1 Jun 2007 Other 4348172
John Joseph Remondi Director 1 Jun 2007 Other 4348172
James C Curvey Director 1 Jun 2007 Other 2293087
John J Remondi Director 1 Jun 2007 Other 4348172
James C (Mi Only) Curvey Director 1 Jun 2007 Other 2293087
Walter Clemens Donovan President 1 Dec 2007 Other 1406537
Scott C (Mi Only) Goebel Senior vice president, secretary, general counsel 1 May 2008 Other 4491841
Scott C Goebel Senior vice president, secretary, general counsel 1 May 2008 Other 4491841
Michael E (Mi Only) Wilens Head of asset management 1 Jul 2008 Other 5653418
Charles B (Mi Only) Mcdevitt Chief financial officer of asset management 1 Nov 2008 Other 4692288
Joseph A (Mi Only) Hanlon Compliance officer 1 Mar 2009 Other 4863662
Brian B (Mi Only) Hogan President, equity group 1 Apr 2009 Other 5663718
Brian Brazell Hogan President, equity group 1 Apr 2009 Other 5663718
Jacques Pierre Perold Executive 1 Jul 2009 Other 4407744
Jacques Pierre Perold Head of asset management 1 Nov 2009 Other 4407744
William F (Mi Only) Kavanagh Chief financial officer of asset management 1 Jan 2010 Other 5757455
Ronald Philip O'hanley President of asset management and corporate services 1 Jul 2010 Other 4331592
Abigail P Johnson Chairman of the board, director 1 Feb 2011 Other 4340399
Abigail Pierrepont Johnson Chairman of the board, director 1 Feb 2011 Other 4340399
William E Dailey Chief financial officer of asset management 1 Jul 2011 Other 5226182
Linda Jean Wondrack Chief compliance officer 1 Apr 2012 Other 1589187
Charles S (Mi Only) Morrison President of asset management 1 Mar 2014 Other 4650274
Charles Sumner Morrison President, president of asset management 1 Mar 2014 Other 4650274
William E Dailey Chief operating officer of asset management, treasurer 1 May 2014 Other 5226182
Jean Marie Raymond Chief financial officer of asset management 1 May 2014 Other 4148581
William Eric Dailey Chief operating officer of asset management, executive vice president 1 May 2014 Other 5226182
Michael Howard Whitaker Compliance officer 1 Sep 2014 Other 4779927
Marc Robert Bryant Senior vice president, secretary, chief legal officer 1 Sep 2015 Other 4516386
Kenneth Bruce Robins Compliance officer 1 Jul 2016 Other 6242664
Harris Gregg Komishane Chief financial officer of asset management, treasurer 1 Jul 2017 Other 5225050
Joseph Arthur Nedder Chief operating officer of asset management 1 Jul 2017 Other 6142994
Pam Ruddick Holding Co-head equity 1 Mar 2018 Other 1912576
Timothy Michael Cohen Co-head equity 1 Mar 2018 Other 6236031
Nancy Delia Prior Head of fixed income, high income and emerging market debt 1 Mar 2018 Other 6044826
Kevin Matthew Meagher Chief compliance officer 1 Jul 2018 Other 7002688
William Charles Coffey Senior vice president, secretary, chief legal officer 1 Sep 2018 Other 7036242
Christopher John Rimmer Head of asset management finance, treasurer 1 Sep 2018 Other 4770358
Stephen Charles Neff President, head of asset management 1 Dec 2018 Other 7048247
Harley Jay Lank Head of high income 1 Aug 2019 Other 4451403

Indirect Owners

The SEC currently registers 14 indirect owners.

Name Entity Date acquired Ownership Employer ID
Edward C (Mi Only) Johnson Director 1 Oct 1972 Other 1367269
William Leo Byrnes Director 1 Oct 1972 Other 1091589
James C (Mi Only) Curvey Director 1 Feb 1990 Other 2293087
James Charles Curvey Elected manager 1 Feb 1990 Other 2293087
Abigail P Johnson Director 1 May 1994 Other 4340399
Abigail Pierrepont Johnson Director 1 May 1994 Other 4340399
Edward C (Mi Only) Johnson Iv Director 1 Apr 2006 Other 5305256
John J (Mi Only) Remondi Director 1 Apr 2006 Other 4348172
Edward Crosby Johnson Iv Elected manager 1 Apr 2006 Other 5305256
John Joseph Remondi Elected manager 1 Apr 2006 Other 4348172
Michael E (Mi Only) Wilens Director 1 Oct 2014 Other 5653418
Gerard J. Mcgraw Director 1 Oct 2014 Other 4713963
Michael Engber Wilens Elected manager 1 Oct 2014 Other 5653418
Gerard John Mcgraw Elected manager 1 Oct 2014 Other 4713963

Based in Boston

The principal office where Fidelity Management & Research Company performs its advisory services is located at 245 Summer Street, Boston, MA 02210, which is also the mailing address of the firm. An additional office of the firm is in Smithfield, RI. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-563-7000 or by fax 603-864-2311. The normal business hours are 9:00am - 5:00pm est on Monday - Friday. You can find more information about the New York firm at fidelity.com.