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Luis C

Series 66

Woodside, NY

Fidelity

Luis Cordova is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and has prior experience at UBS Financial Services and Apex Systems. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and delivers services including discretionary and non-discretionary advisory work.

Charitable giving & philanthropy Active portfolio management
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Istiak A

Series 66

Woodside, NY

Fidelity

Istiak Adil is an Investment Consultant at Fidelity Investment, a role he has held since 2024. Prior to this, he worked as a Financial Representative at Fidelity Investments from 2023 to 2024. In his current position, Istiak collaborates with clients to develop financial plans tailored to their individual needs and goals. His areas of expertise include retirement planning, investment guidance, tax-efficient investing, and asset protection. Outside of his professional responsibilities, Istiak has personal interests that include badminton, fitness, outdoor adventures, soccer, table tennis, and traveling.

General retirement planning Wealth management Tax-loss harvesting Income planning General tax planning Financial Professional
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