Tony Lu's Colleagues at Fidelity Investments
Walter Holmes
Wealth Management Planning Consultant, Fidelity Private Wealth Management
Tony Lu's Contact Details
(800) 343-3548
Greater New York City Area
Fidelity Investments
Tony Lu's Company Details
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $12.6 trillion, including discretionary assets of $4.9 trillion as of December 31, 2023, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 77 years, Fidelity employs more than 74,000 associates with its headquarters in Boston and a global presence spanning nine countries across North America, Europe, Asia and Australia. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms