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.

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

Aug 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Mar 30, 2017

First registration

Oct 2, 2018

Dual registered

yes, broker-dealer

Other names

DANIEL JOSEPH NEGUS|DANIEL NEGUS

IAPD individual key

6884785

• Occurred

  Nov 27, 2024
  Advisor changed firm

  Daniel Negus left Eaton Vance Management for Fidelity Institutional Wealth Adviser Llc (registered 2025-04-03)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e8fd4642-5322-dd54-8422-cc4c337aba47

First observed

Oct 2, 2018

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.