Pulling over 2 million this month from fidelity. They have no advisor since the guy on their statements retired 5 years ago. Wtf!?

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Wow you got lucky! How did you find this guy?!?

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Referral

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It was likely custodied at Fidelity by an outside Advisor. Since they do not have their own Advisors, they cannot service them properly. Good find

Oh I did not know that. Thanks @newyork

No worries - they have ‘service’ reps (if you call, they can help) and in-house ‘advisors’ at their Investor Centers (that will steer toward Fidelity investment options or use some outside company polices that they have an agreement with.) ex: The Advisors can use NYL’s income annuity products, but they’re a watered down version from what NYL can offer through their Agent force.

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