# Fidelity Brokerage Services LLC: fundraiser

> Fidelity Brokerage Services LLC placed 2 company rounds filed with the SEC, most recently Oct 2025. Who they placed, by sector and size.

Source: https://millionrounds.com/providers/fidelity-brokerage-services-llc (Millionrounds; every figure on the page links to its filing or article)

[Fundraisers](https://millionrounds.com/fundraisers) / Fidelity Brokerage Services LLC

Fundraiser Registered broker-dealer

# Fidelity Brokerage Services LLC

FINRA 7784 · placing rounds since Jul 2016

**2** company rounds placed

**1** in the last two years, last Oct 2025

**-** sold in the rounds they placed

**-** typical commission; the median firm takes 4.9%

Named on 39 Form D filings as paid to sell the offering: 2 for operating companies, 36 for funds, 1 for real estate. 1 registered agent named.

## Quarter by quarter

Company rounds they placed in each quarter, from the filings.

**1** 23Q2 **1** 25Q4

## What they place

- Oil and Gas **50%**
- Other **50%**

## How big the rounds are

- Under $1M **0**
- $1M to $5M **0**
- $5M to $20M **0**
- $20M to $100M **0**
- $100M+ **0**

## Where the companies are

**NY** 2

## Rounds they placed

[Company rounds](https://millionrounds.com/providers/fidelity-brokerage-services-llc)[Everything, funds and real estate too](https://millionrounds.com/providers/fidelity-brokerage-services-llc?show=all)

Filed Issuer Industry Sold

Oct 2025 Aegis Marine Shipmanagement Inc. Agents: Aegis Marine Shipmanagement Inc. Oil and Gas **-**

May 2023 KKR Infrastructure Conglomerate LLC Agents: Fidelity Brokerage Services LLC Other **-**

From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.

## Often on the same rounds

Other fundraisers named on the same filings: the firms they syndicate with.

[**Charles Schwab & Co Inc** 1 round together](https://millionrounds.com/providers/charles-schwab-and-co-inc)[**KKR Capital Markets LLC** 1 round together](https://millionrounds.com/providers/kkr-capital-markets-llc)[**Morgan Stanley** 1 round together](https://millionrounds.com/providers/morgan-stanley-and-co-llc)[**Morgan Stanley Smith Barney, LLC** 1 round together](https://millionrounds.com/providers/morgan-stanley-smith-barney-llc)[**Pershing LLC** 1 round together](https://millionrounds.com/providers/pershing-llc)[**Rockefeller Financial LLC** 1 round together](https://millionrounds.com/providers/rockefeller-financial-llc)

## Founders who worked with them

No one has said so yet.

Worked with them? Say so

## A badge for their site

It shows their latest standing in the quarterly rankings and links back here.

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