Morgan Stanley
46yrs
Top advisor by experience in Providence
16yrs
Allison Staab
Financial advisor at Fidelity Institutional Wealth Adviser
Allison Staab is a fiduciary financial advisor in Providence, Rhode Island, with 16 years in the industry. After two years at Russell Investments and five years at Amundi Pioneer Institutional Asset Management, Allison joined Fidelity Institutional Wealth Adviser in 2021, a firm offering investment management, selecting outside investment managers, and educational workshops. Fidelity Institutional Wealth Adviser reports being paid through a percentage of assets and flat fees.
One of 477 advisors with offices in Providence, and one of 451 fiduciaries.
At a glance
Experience16 years (since 2011)
How that compares ?More experience than 67% of advisors at Fidelity Institutional Wealth Adviser
OfficeProvidence, RI
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$70,952
Advisors at the firm39
States licensed ?2 states
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.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowFidelity Institutional Wealth Adviser LLCCurrent firm
- 2018 – 2020Russell InvestmentsPreviously
- 2013 – 2018Amundi Pioneer Institutional Asset Management, Inc.Previously
- Apr 2011 – Dec 2011Ameriprise Financial Services, LLCPreviously
Questions to ask Allison
Tailored to Allison’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 Allison
How do I contact Allison?
Call Fidelity Institutional Wealth Adviser at 617-563-7000 and ask for Allison Staab. Allison works from the Providence, RI office.
How long has Allison been a financial advisor?
Allison has been in the industry since 2011, about 16 years. More experience than 67% of advisors at Fidelity Institutional Wealth Adviser.
What licenses does Allison hold?
Series 66. Tap any license on this page to see what it allows.
Is Allison a fiduciary?
Allison is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Allison paid?
Fidelity Institutional Wealth Adviser reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Allison 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
Canton Hathaway
46yrs
Top advisor by experience at Canton Hathaway
RBC Capital Markets
46yrs
Top 1% by experience in Rhode Island
Commonwealth Financial Network
46yrs
Top 1% by experience in Rhode Island
Allworth Financial
46yrs
Top 1% by experience in Rhode Island
Weybosset Research & Management
45yrs
Top 1% by experience nationwide