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Mao X
Series 66
Buffalo Grove, IL
Fidelity
Mao Xia is a financial advisor with Fidelity, holding a Series 66 designation and eight years of industry experience. Prior to joining Fidelity, Mao worked at Bank of America, Merrill, BMO Harris Bank, and World Financial Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe, and it maintains a formal advisory role to multiple registered investment companies.
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