Vincent Bertram
Investment Adviser Representative at Fidelity Institutional Wealth Adviser LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Vincent Bertram is an investment adviser representative with Fidelity Institutional Wealth Adviser LLC in Hingham, MA, where they have been registered since 2023. They have worked in the securities industry since 2018 and have been registered with 3 firms, including Natixis Advisors, L.P. and Eaton Vance Management. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Massachusetts, Rhode Island, and Texas.
Registrations & licenses
- Investment adviser:
- Massachusetts, Rhode Island, Texas
- Broker:
52 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Eaton Vance ManagementMay 2017 – Apr 2018Boston, MA
- Eaton Vance Distributors, Inc.May 2017 – Apr 2018Boston, MA
- University of CambridgeOct 2015 – Mar 2017Cambridge
- Natixis Investment ManagersApr 2018 – Jun 2020Boston, MA
- Spark Change Securities LLCJul 2020 – Nov 2021Boston, MA
- Capital Suisse LLCMar 2021 – Nov 2021Boston, MA
- Fidelity InvestmentsNov 2022 – no end date reportedBoston, MA
- UnemployedDec 2021 – Oct 2022Boston, MA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Fidelity Institutional Wealth Adviser LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 40
- Offices listed on AdvisorFinder:
- 11
- Main office:
- Boston, MA
- SEC file number:
- 801-116860
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Fidelity Institutional Wealth Adviser LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Vincent Bertram has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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