Missionsquare Retirement
33yrs
Top 5% by experience at Missionsquare Retirement
8yrs
Michael Farrell
Financial advisor at Fidelity Institutional Wealth Adviser
Michael Farrell has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Hampden, Massachusetts. Michael has been with Fidelity Institutional Wealth Adviser since 2020. Fidelity Institutional Wealth Adviser offers investment management, selecting outside investment managers, and educational workshops and is paid through a percentage of assets and flat fees.
One of 3 advisors with offices in Hampden, and one of 3 fiduciaries.
At a glance
Experience8 years (since 2019)
How that compares ?8 years in the industry
OfficeHampden, MA
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$70,952
Advisors at the firm39
States licensed ?1 state
Services through Fidelity Institutional Wealth Adviser
Investment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowFidelity Institutional Wealth Adviser LLCCurrent firm
Contact Michael
(617) 563-7000Firm headquarters in Boston, MA. Ask for Michael. Hampden, MAOffice · Get directions YouTube channelFidelity Institutional Wealth AdviserIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Michael
Tailored to Michael’s registration and firm.
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Fidelity Institutional Wealth Adviser at (617) 563-7000 and ask for Michael Farrell. Michael works from the Hampden, MA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2019, about 8 years. 8 years in the industry.
What licenses does Michael hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Fidelity Institutional Wealth Adviser reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Lincoln Investment
18yrs
More experience than 56% of advisors nationwide