UBS Financial Services
45yrs
Top advisor by experience in Quincy
10yrs
Daniel Negus
Financial advisor at Fidelity Institutional Wealth Adviser
Daniel Negus is a fiduciary financial advisor in Quincy, Massachusetts, with 10 years in the industry. After six years at Eaton Vance Management, Daniel joined Fidelity Institutional Wealth Adviser in 2025, a firm offering investment management, selecting outside investment managers, and educational workshops. The firm is paid through a percentage of assets and flat fees.
One of 57 advisors with offices in Quincy, and one of 51 fiduciaries.
At a glance
Experience10 years (since 2017)
How that compares ?10 years in the industry
OfficeQuincy, 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
- Apr 2025 – nowFidelity Institutional Wealth Adviser LLCCurrent firm
- 2018 – 2024Eaton Vance ManagementPreviously
Questions to ask Daniel
Tailored to Daniel’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 Daniel
How do I contact Daniel?
Call Fidelity Institutional Wealth Adviser at 617-563-7000 and ask for Daniel Negus. Daniel works from the Quincy, MA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2017, about 10 years. 10 years in the industry.
What licenses does Daniel hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Fidelity Institutional Wealth Adviser reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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