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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

MEGAN E. TRACY

Advisor at FIDELITY INSTITUTIONAL WEALTH ADVISER LLC

HINGHAM, MA

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Search this name across graphsid dfx:ria:a1415275-65ce-70e7-895d-632ca0eccf6a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jun 2, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 30, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: May 30, 2009
First registration: Jun 2, 2009
Dual registered: yes, broker-dealer
Other names: MEGAN THOMPSON|MEGAN ELIZABETH THOMPSON|MEGAN ELIZABETH TRACY|MEGAN TRACY|MEGAN E. TRACY
IAPD individual key: 5200798

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC	Mixed wealth	Dec 23, 2025	n/a	yes	HINGHAM, MA	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Jul 3, 2025	Dec 16, 2025	no	BOSTON, MA\|CHARLESTOWN, MA	Previous registration
ALLIANCEBERNSTEIN L.P.	Other adviser	Nov 21, 2017	Feb 12, 2025	no	Boston, MA	Previous registration
AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.	Former SEC adviser	Sep 3, 2015	Aug 3, 2017	no	BOSTON, MA	Previous registration
EATON VANCE MANAGEMENT	Asset manager	Jun 2, 2009	Dec 7, 2012	no	BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRATEGIC ADVISERS LLC	FIDELITY INSTITUTIONAL WEALTH ADVISER LLC	Dec 16, 2025	Dec 23, 2025	7	Firm change	Ibd to RIA
ALLIANCEBERNSTEIN L.P.	STRATEGIC ADVISERS LLC	Feb 12, 2025	Jul 3, 2025	141	Firm change	Other
AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.	ALLIANCEBERNSTEIN L.P.	Aug 3, 2017	Nov 21, 2017	110	Firm change	Other
EATON VANCE MANAGEMENT	AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.	Dec 7, 2012	Sep 3, 2015	1,000	Firm change after gap	Other

Relationships

Registered with (5)

→ FIDELITY INSTITUTIONAL WEALTH ADVISER LLCRegistered adviserregistration: current employment
Dec 23, 2025 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jul 3, 2025 to Dec 16, 2025factForm ADV
→ ALLIANCEBERNSTEIN L.P.Registered adviserregistration: previous registration
Nov 21, 2017 to Feb 12, 2025factForm ADV
→ AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Sep 3, 2015 to Aug 3, 2017factForm ADV
→ EATON VANCE MANAGEMENTRegistered adviserregistration: previous registration
Jun 2, 2009 to Dec 7, 2012factForm ADV

Dated events

Occurred
Dec 16, 2025
Advisor changed firm
Megan E. Tracy left Strategic Advisers Llc for Fidelity Institutional Wealth Adviser Llc (registered 2025-12-23)
Form ADVobserved 6 days ago
Occurred
Feb 12, 2025
Advisor changed firm
Megan E. Tracy left Alliancebernstein L.P. for Strategic Advisers Llc (registered 2025-07-03)
Form ADVobserved 6 days ago