Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India.
For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
At Schwab Advisor Services™, we know that working with the right custodian has never been more important.
You can count on us to deliver everything you need for custody and beyond, including:
• Innovative technology and wealth management solutions to help you drive growth and strengthen client relationships
• 3,000+ employees who wake up every day to help support our 15,000+ independent advisory firms
• Business consulting and education programs to help you grow on your terms
And the best part? We’re just getting started. Learn more at advisorservices.schwab.com.
Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.
Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. (“Schwab”), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. (“CSIM”).
* (0425-8FUD)
Scottrade, Inc., a financial services firm, partners with more than three million retail clients to provide the trading services and investment solutions they need to overcome barriers to financial success. Founded in 1980, Scottrade pairs its large nationwide branch network with advanced online products and services to help clients gain insight into the market and react quickly to trading opportunities. Other lines of business include Scottrade® Advisor Services, which serves registered investment advisors; Scottrade Investment Management, the nationwide investment advisor; and Scottrade Bank, which provides online retail banking products and services, commercial lending and commercial equipment financing. To learn more about opportunities to advance your career at Scottrade, visit careers.scottrade.com.
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St. Loui, Missouri, US
Private
$7.3M Revenue
http://www.scottrade.com
723 Employees
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