Sid Chaudhry

As the Chief Executive Officer and Senior Wealth Advisor, Sid uses his 20 years of Wealth Management experience at Fidelity Investments, to work with individuals and families every day. His areas of expertise are goal-based Financial Planning and Investment Management amongst others, with an approach to each client’s financial situation from several different perspectives. Sid understands that each person comes to the table with a unique perspective on their financial outlook, and he works to create a successful solution in accordance to the clients unique viewpoints and needs.

Sid holds a Bachelors of Science in Finance and Technology from University of Massachusetts Lowell  and an Masters of Business Administration in Finance and Marketing from Northeastern University’s D’Amore-McKim School of Management. He has completed his FINRA Series 7, 63, since expired and currently holds his FINRA Series 65.

When not creating unique financial solutions for clients, he enjoys spending time with his Family, coaching town sports, being active in the local community.