FIDELITY PERSONAL TRUST COMPANY, FSB
CRD #109516 SEC #801-57524 BOSTON, MA 800-544-3455
SEC Registered
Total AUM
$857.1M
Discretionary
$857.1M
Employees
51
Clients
--
Accounts
955
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 8, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AMAND, MALINA, BETH | I | COMPLIANCE OFFICER/SECRETARY | NA | |
| AMAND, MALINA, BETH | I | COMPLIANCE OFFICER/SECRETARY | NA | |
| AMAND, MALINA, BETH | I | COMPLIANCE OFFICER/SECRETARY | NA | |
| AMAND, MALINA, BETH | I | COMPLIANCE OFFICER/SECRETARY | NA | |
| AMAND, MALINA, BETH | I | COMPLIANCE OFFICER/SECRETARY | NA | |
| AMAND, MALINA, BETH | I | COMPLIANCE OFFICER/SECRETARY | NA | |
| AMAND, MALINA, BETH | I | COMPLIANCE OFFICER/SECRETARY | NA | |
| ASHKENAS, NORMAN, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ASHKENAS, NORMAN, LEE | I | COMPLIANCE OFFICER | NA | |
| ASHKENAS, NORMAN, LEE | I | COMPLIANCE OFFICER | NA | |
| ASHKENAS, NORMAN, LEE | I | COMPLIANCE OFFICER | NA | |
| ASHKENAS, NORMAN, LEE | I | COMPLIANCE OFFICER | NA | |
| ASHKENAS, NORMAN, LEE | I | COMPLIANCE OFFICER | NA | |
| ASHKENAS, NORMAN, LEE | I | COMPLIANCE OFFICER | NA | |
| BOUDROT, SUSAN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARNEY, JEFFREY, R | I | DIRECTOR | NA | Control |
| CARNEY, JEFFREY, R | I | DIRECTOR | NA | Control |
| CARNEY, JEFFREY, R | I | DIRECTOR | NA | Control |
| CARNEY, JEFFREY, R | I | DIRECTOR | NA | Control |
| CARNEY, JEFFREY, R | I | DIRECTOR | NA | Control |
| CARNEY, JEFFREY, R | I | DIRECTOR | NA | Control |
| CARNEY, JEFFREY, R | I | DIRECTOR | NA | Control |
| CORNELL, JAMES, KEEN | I | DIRECTOR/PRESIDENT | NA | Control |
| CORNELL, JAMES, KEEN | I | DIRECTOR/PRESIDENT | NA | Control |
| CORNELL, JAMES, KEEN | I | DIRECTOR/PRESIDENT | NA | Control |
| CORNELL, JAMES, KEEN | I | DIRECTOR/PRESIDENT | NA | Control |
| GINSBERG, MALINA, BETH | I | COMPLIANCE OFFICER/SECRETARY | NA | |
| GINSBERG, MALINA, BETH | I | COMPLIANCE OFFICER/SECRETARY | NA | |
| GOLDBERG, LENA, G | I | DIRECTOR | NA | Control |
| GOLDBERG, LENA, G | I | DIRECTOR | NA | Control |
| GOLDBERG, LENA, G | I | DIRECTOR | NA | |
| GOLDBERG, LENA, G | I | DIRECTOR | NA | |
| GOLDBERG, LENA, G | I | DIRECTOR | NA | |
| GOLDBERG, LENA, G | I | DIRECTOR | NA | |
| GOLDBERG, LENA, G | I | DIRECTOR | NA | |
| GOLDBERG, LENA, G | I | DIRECTOR | NA | |
| GOLDBERG, LENA, G | I | DIRECTOR | NA | Control |
| HITT, JOHN, J | I | DIRECTOR | NA | Control |
| HITT, JOHN, J | I | DIRECTOR | NA | Control |
| LIBBEY, SARAH, CLARKE | I | DIRECTOR/PRESIDENT | NA | Control |
| LIBBEY, SARAH, CLARKE | I | DIRECTOR/PRESIDENT | NA | Control |
| LIBBEY, SARAH, CLARKE | I | DIRECTOR/PRESIDENT | NA | Control |
| LIBBEY, SARAH, CLARKE | I | DIRECTOR/PRESIDENT | NA | Control |
| LIBBEY, SARAH, CLARKE | I | DIRECTOR/PRESIDENT | NA | Control |
| LIBBEY, SARAH, CLARKE | I | DIRECTOR/PRESIDENT | NA | Control |
| LIBBEY, SARAH, CLARKE | I | DIRECTOR/PRESIDENT | NA | Control |
| LINSLEY, KAREN, L. | I | DIRECTOR | NA | |
| LINSLEY, KAREN, L. | I | DIRECTOR | NA | |
| LINSLEY, KAREN, L. | I | DIRECTOR | NA | Control |
| LINSLEY, KAREN, L. | I | DIRECTOR | NA | Control |
| LINSLEY, KAREN, L. | I | DIRECTOR | NA | |
| LINSLEY, KAREN, L. | I | DIRECTOR | NA | |
| LINSLEY, KAREN, L. | I | DIRECTOR | NA | |
| LINSLEY, KAREN, L. | I | DIRECTOR | NA | |
| LINSLEY, KAREN, L. | I | DIRECTOR | NA | |
| LINSLEY, KAREN, L. | I | DIRECTOR | NA | |
| LINSLEY, KAREN, L. | I | DIRECTOR | NA | Control |
| LORING, CALEB | I | DIRECTOR | NA | |
| LORING, CALEB | I | DIRECTOR | NA | |
| LORING, CALEB | I | DIRECTOR | NA | Control |
| LORING, CALEB | I | DIRECTOR | NA | Control |
| LORING, CALEB | I | DIRECTOR | NA | |
| LORING, CALEB | I | DIRECTOR | NA | |
| LORING, CALEB | I | DIRECTOR | NA | |
| LORING, CALEB | I | DIRECTOR | NA | |
| LORING, CALEB | I | DIRECTOR | NA | |
| LORING, CALEB | I | DIRECTOR | NA | |
| LORING, CALEB | I | DIRECTOR | NA | Control |
| MIRCHANDANI, SANJIV, HIRO | I | DIRECTOR | NA | |
| OLAKSEN, DAI | I | VICE PRESIDENT/TREASURER | NA | Control |
| OLAKSEN, DAI | I | VICE PRESIDENT/TREASURER | NA | Control |
| OLAKSEN, DAVID | I | VICE PRESIDENT OF FINANCE/TREASURER | NA | Control |
| ROHDA, RODNEY, RAYMOND | I | DIRECTOR | NA | Control |
| ROHDA, RODNEY, RAYMOND | I | DIRECTOR | NA | Control |
| ROHDA, RODNEY, RAYMOND | I | DIRECTOR | NA | Control |
| SEGAL, DEBORAH, C | I | VICE PRESIDENT/CHIEF FIDUCIARY OFFICER | NA | Control |
| SEGAL, DEBORAH, C | I | VICE PRESIDENT/CHIEF FIDUCIARY OFFICER | NA | Control |
| SEGAL, DEBORAH, C | I | VICE PRESIDENT/CHIEF FIDUCIARY OFFICER | NA | Control |
| SEGAL, DEBORAH, C | I | VICE PRESIDENT/CHIEF FIDUCIARY OFFICER | NA | Control |
| SEGAL, DEBORAH, C | I | VICE PRESIDENT/CHIEF FIDUCIARY OFFICER | NA | Control |
| SEGAL, DEBORAH, C | I | VICE PRESIDENT/CHIEF FIDUCIARY OFFICER | NA | Control |
| SEGAL, DEBORAH, C | I | VICE PRESIDENT/CHIEF FIDUCIARY OFFICER | NA | Control |
| SEGAL, DEBORAH, C | I | VICE PRESIDENT/CHIEF FIDUCIARY OFFICER | NA | Control |
| SEGAL, DEBORAH, C | I | VICE PRESIDENT/CHIEF FIDUCIARY OFFICER | NA | Control |
| SEGAL, DEBORAH, C | I | VICE PRESIDENT/CHIEF FIDUCIARY OFFICER | NA | Control |
| SEGAL, DEBORAH, C | I | VICE PRESIDENT/CHIEF FIDUCIARY OFFICER | NA | Control |
| STEED, CATHERINE, NORA | I | TREASURER | NA | Control |
| STEED, CATHERINE, NORA | I | TREASURER | NA | Control |
| STEED, CATHERINE, NORA | I | TREASURER | NA | Control |
| STEED, CATHERINE, NORA | I | TREASURER | NA | Control |
| STEED, CATHERINE, NORA | I | TREASURER | NA | Control |
| STEED, CATHERINE, NORA | I | TREASURER | NA | Control |
| STEED, CATHERINE, NORA | I | TREASURER | NA | Control |
| STEED, CATHERINE, NORA | I | TREASURER | NA | Control |
| SVORINIC, PETER | I | INVESTMENT ADVISER COMPLIANCE OFFICER | NA | |
| SVORINIC, PETER | I | INVESTMENT ADVISER COMPLIANCE OFFICER | NA | |
| SVORINIC, PETER | I | INVESTMENT ADVISER COMPLIANCE OFFICER | NA | |
| FIDELITY THRIFT HOLDING COMPANY, INC. | DE | SHAREHOLDER | E | Control |
| FIDELITY THRIFT HOLDING COMPANY, INC. | DE | SHAREHOLDER | E | Control |
| FIDELITY THRIFT HOLDING COMPANY, INC. | DE | SHAREHOLDER | E | Control |
| FIDELITY THRIFT HOLDING COMPANY, INC. | DE | SHAREHOLDER | E | Control |
| FIDELITY THRIFT HOLDING COMPANY, INC. | DE | SHAREHOLDER | E | Control |
| FIDELITY THRIFT HOLDING COMPANY, INC. | DE | SHAREHOLDER | E | Control |
| FIDELITY THRIFT HOLDING COMPANY, INC. | DE | SHAREHOLDER | E | Control |
| FIDELITY THRIFT HOLDING COMPANY, INC. | DE | SHAREHOLDER | E | Control |
| FIDELITY THRIFT HOLDING COMPANY, INC. | DE | SHAREHOLDER | E | Control |
| FIDELITY THRIFT HOLDING COMPANY, INC. | DE | SHAREHOLDER | E | Control |
| FIDELITY THRIFT HOLDING COMPANY, INC. | DE | SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FMR CORP. | DE | FIDELITY THRIFT HOLDING COMPANY, INC. | E | Control |
| FMR CORP. | DE | FIDELITY THRIFT HOLDING COMPANY, INC. | E | Control |
| FMR CORP. | DE | FIDELITY THRIFT HOLDING COMPANY, INC. | E | Control |
| FMR CORP. | DE | FIDELITY THRIFT HOLDING COMPANY, INC. | E | Control |
| FMR CORP. | DE | FIDELITY THRIFT HOLDING COMPANY, INC. | E | Control |
| FMR CORP. | DE | FIDELITY THRIFT HOLDING COMPANY, INC. | E | Control |
| FMR CORP. | DE | FIDELITY THRIFT HOLDING COMPANY, INC. | E | Control |
| FMR CORP. | DE | FIDELITY THRIFT HOLDING COMPANY, INC. | E | Control |
| FMR CORP. | DE | FIDELITY THRIFT HOLDING COMPANY, INC. | E | Control |
| FMR CORP. | DE | FIDELITY THRIFT HOLDING COMPANY, INC. | E | Control |
| FMR CORP. | DE | FIDELITY THRIFT HOLDING COMPANY, INC. | E | Control |
| JOHNSON, ABIGAIL, PIERREPONT | I | FMR CORP. | C | Control |
| JOHNSON, ABIGAIL, PIERREPONT | I | FMR CORP. | C | Control |
| JOHNSON, EDWARD, CROSBY | I | FMR CORP. | C | Control |
| JOHNSON, EDWARD, CROSBY | I | FMR CORP. | C | Control |
Registrations
Federal
IA
Sep 8, 2005 REGISTERED
Notice Filings (51)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VT WA WI WV
Address
245 SUMMER STREET - 4TH FLOORBOSTON, MA 2210
USA
Phone: 800-544-3455