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Fidelity Investments Institutional Operations Company, Inc.

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Company Details

Name: Fidelity Investments Institutional Operations Company, Inc.
Jurisdiction: Rhode Island
Entity type: Foreign Corporation
Status: Revoked Entity
Date of Organization in Rhode Island: 13 Feb 1998 (27 years ago)
Date of Dissolution: 29 Jul 2021 (4 years ago)
Date of Status Change: 29 Jul 2021 (4 years ago)
Identification Number: 000099158
Place of Formation: MASSACHUSETTS
Purpose: TRANSFER AGENT FOR INSTITUTIONAL MUTUAL FUNDS
Fictitious names: Fidelity Rhode Island Institutional Operations Company (trading name, 1998-02-13 - )
Principal Address: Google Maps Logo 245 SUMMER STREET C/O CORPORATE LEGAL V4C, BOSTON, MA, 02210, USA

Industry & Business Activity

NAICS

523120 Securities Brokerage

This industry comprises establishments primarily engaged in acting as agents (i.e., brokers) between buyers and sellers in buying or selling securities on a commission or transaction fee basis. Learn more at the U.S. Census Bureau

Agent

Name Role Address
CT CORPORATION SYSTEM Agent 450 VETERANS MEMORIAL PARKWAY SUITE 7A, EAST PROVIDENCE, RI, 02914, USA

PRESIDENT

Name Role Address
ROBERT ADAMS PRESIDENT 245 SUMMER STREET BOSTON, MA 02210 USA
SHARON BROVELLI PRESIDENT 245 SUMMER STREET BOSTON, MA 02210 USA

TREASURER

Name Role Address
MATTHEW DEPIERO TREASURER 245 SUMMER STREET BOSTON, MA 02210 USA
MICHAEL DOHERTY TREASURER 245 SUMMER STREET BOSTON, MA 02210 USA

SECRETARY

Name Role Address
LISA D KRIESER SECRETARY 245 SUMMER STREET BOSTON, MA 02210 USA

ASSISTANT SECRETARY

Name Role Address
BRIAN C. MCLAIN ASSISTANT SECRETARY 245 SUMMER STREET BOSTON, MA 02210 USA

SENIOR VICE PRESIDENT

Name Role Address
MICHAEL BULL SENIOR VICE PRESIDENT 245 SUMMER STREET BOSTON, MA 02210 USA
STEVEN D AGATI SENIOR VICE PRESIDENT 245 SUMMER STREET BOSTON, MA 02210 USA
CHRISTINE SELMI SENIOR VICE PRESIDENT 245 SUMMER STREET BOSTON, MA 02201 USA
ALLYN JONES SENIOR VICE PRESIDENT 245 SUMMER STREET BOSTON, MA 02210 USA
CLIFF POIRIER SENIOR VICE PRESIDENT 245 SUMMER STREET BOSTON, MA 02210 USA

ASSISTANT TREASURER

Name Role Address
ERIC C. GREEN ASSISTANT TREASURER 245 SUMMER STREET BOSTON, MA 02210 USA
MICHAEL KEARNEY ASSISTANT TREASURER 245 SUMMER STREET BOSTON, MA 02210 USA

CHIEF LEGAL OFFICER

Name Role Address
DAVID CARTER CHIEF LEGAL OFFICER 245 SUMMER STREET BOSTON, MA 02210 USA

DIRECTOR

Name Role Address
RONALD DEPOALO DIRECTOR 245 SUMMER STREET BOSTON, MA 02210 USA
JOHN J BURKE DIRECTOR 245 SUMMER STREET BOSTON, MA 02210 USA
KEVIN M BARRY DIRECTOR 245 SUMMER STREET BOSTON, MA 02210 USA

CHIEF COMPLIANCE OFFICER

Name Role Address
ROBERT J BIEMER CHIEF COMPLIANCE OFFICER 245 SUMMER STREET BOSTON, MA 02210 USA

Filings

Number Name File Date
202199642490 Revocation Certificate For Failure to File the Annual Report for the Year 2021-07-29
202196785820 Revocation Notice For Failure to File An Annual Report 2021-05-19
202035906900 Annual Report 2020-03-05
201987129630 Annual Report 2019-02-25
201858789310 Annual Report 2018-02-26

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Date of last update: 27 Jun 2025

Sources: Rhode Island Department of State