Martell Audate
Regional Investment Consultant at Fidelity Investments
- Role
- Regional Investment Consultant at Fidelity Investments
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Martell Audate
Covering Southern New Jersey, Staten Island, and Eastern Pennsylvania.As a Regional Investment Consultant, I partner with Independent Broker-Dealers (IBDs) and Registered Investment Advisors (RIAs) to deliver Fidelity\'s suite of investment solutions-including mutual funds, ETFs, separately managed accounts (SMAs), alternatives, and model portfolios.I specialize in helping advisors elevate their practice through strategic portfolio construction, leveraging Fidelity\'s deep capital markets insights and robust analytical resources. My consultative approach focuses on aligning investment strategies with client goals, navigating market complexities, and driving long-term value.
Experience
Regional Investment Consultant
Oct 2025 — Present
Education
College of the Holy Cross
Bachelor of Arts - BA
2020 — 2024
Boston College High School
High School Diploma
2016 — 2020
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