National Financial Services Headquarters Address, Corporate Office Location, and Contact Details

About

National Financial Services LLC (NFS) is an SEC-registered clearing and carrying broker-dealer and a wholly owned subsidiary of FMR LLC, the parent company of Fidelity Investments. Headquartered at 245 Summer Street, Boston, Massachusetts, NFS is one of the largest clearing and custody providers in the United States financial services industry. It is important to understand what NFS actually does: NFS is not a retail brokerage or consumer-facing financial institution. It operates entirely in the background as an institutional infrastructure provider — executing, clearing, and settling securities transactions, providing custody of cash and securities, and delivering trade confirmations and account statements on behalf of introducing broker-dealers, registered investment advisers (RIAs), family offices, asset managers, retirement recordkeepers, and affiliated Fidelity entities.

Critical context for readers: If you see “National Financial Services LLC” on your brokerage statement, it means your investment account is held in custody with NFS through your broker or RIA — NFS is acting as your custodian behind the scenes. Your direct relationship is with your introducing broker-dealer or financial adviser, not with NFS. For account questions, contact your adviser or broker first.

Quick Facts

Founded

1969

HQ

245 Summer Street, Boston, MA 02210

Industry

Clearing & Custody Broker-Dealer / Institutional Financial Services

Parent Company

FMR LLC (Fidelity Investments)

CRD#

13041 (FINRA BrokerCheck)

SEC Registration

8-26740

LEI

549300JRHF1MHHWUAW04

Regulatory body

FINRA, SEC, NYSE

Membership

Member NYSE, SIPC

Incorporated

Delaware

Additional offices

New York (NY), Jersey City (NJ), Atlanta (GA), Chicago (IL), San Francisco (CA)

What Brings You Here? Find the Right Contact

You see “NFS” on your brokerage statement and have an account question

NFS is your custodian, not your adviser. Contact your financial adviser, broker-dealer, or RIA directly — they are your primary point of contact for all account questions, statements, and transactions. NFS does not have a consumer-facing customer service line.

You are an RIA or broker-dealer seeking clearing/custody services

Contact Fidelity Institutional at clearingcustody.fidelity.com or call Fidelity Institutional’s business development team. NFS provides clearing, custody, trading, and technology services to RIAs, broker-dealers, family offices, banks, and retirement recordkeepers through the Fidelity Institutional platform.

Tax documents and regulatory notices (mybrokerageinfo.com)

NFS operates mybrokerageinfo.com as a resource for account holders to access important regulatory and supplemental tax-related information. Visit mybrokerageinfo.com directly for tax forms, regulatory disclosures, and account notices.

Media / press

NFS operates under the Fidelity Investments umbrella. Media inquiries should be directed to Fidelity Investments’ communications team at fidelity.com/about-fidelity/media or through the main Fidelity PR line.

Legal / subpoena

Serve National Financial Services LLC, 245 Summer Street, Boston, MA 02210. The registered legal address on file with the SEC is also c/o The Corporation Trust Company, Corporation Trust Center, 1209 Orange St, Wilmington, DE 19801. Confirm the correct address with the filing court based on jurisdiction.

Phone Directory

NFS Institutional / Fidelity Institutional (clearing & custody)

(617) 563-7000 — For RIAs, broker-dealers, and institutional clients. Not a consumer support line.

New York Office

(212) 335-5000 — NFS New York operations, institutional trading and capital markets.

Fidelity Investments main line (parent company)

1-800-343-3548 — For retail Fidelity account holders who were directed here from their Fidelity brokerage account.

FINRA BrokerCheck

1-800-289-9999 — For verifying NFS’s regulatory status, complaints history, and licensing.

Corporate Headquarters Address

Principal office (FINRA / SEC registered main office)

National Financial Services LLC
245 Summer Street
Boston, MA 02210
United States

Secondary / legacy address (also appears on some regulatory filings)

National Financial Services LLC
200 Seaport Blvd, Suite Z2H
Boston, MA 02210

Registered legal address (Delaware incorporation)

c/o The Corporation Trust Company
Corporation Trust Center
1209 Orange Street
Wilmington, DE 19801

Jersey City operations office

499 Washington Blvd
Jersey City, NJ 07310

NFS does not operate consumer branch locations or walk-in service centers. All institutional client services are delivered through the Fidelity Institutional platform (clearingcustody.fidelity.com) and assigned relationship managers.

How to Escalate a Complaint

1. Understand the structure first — NFS is not your broker or adviser. If you have an account problem, your complaint goes to your introducing firm (your RIA, broker-dealer, or adviser), not to NFS. NFS only becomes directly relevant if your complaint is specifically about custody, clearing, trade execution, or statement errors attributable to NFS itself.
2. Contact your introducing broker-dealer or RIA — Your adviser’s firm is responsible for your account relationship. Start all disputes there, with your account number, the transaction in question, and a clear description of the issue.
3. File a complaint with FINRA — If your dispute involves your broker, RIA, or NFS directly, file at finra.org/investors/have-problem or call 1-800-289-9999. FINRA regulates NFS as a broker-dealer under CRD# 13041.
4. File a complaint with the SEC — If your complaint involves securities fraud, custody failures, or regulatory violations, file at sec.gov/tcr (the SEC’s Tips, Complaints, and Referrals portal).
5. Send a certified letter to NFS HQ — Write to National Financial Services LLC, 245 Summer Street, Boston, MA 02210. Include your account number, your introducing firm’s name, the specific transaction or issue, and the resolution you are requesting.
6. File with SIPC if assets are missing — NFS is a SIPC member. If assets are missing from your account due to broker insolvency or fraud, file a claim with SIPC at sipc.org or call 1-202-371-8300. SIPC protects accounts up to $500,000 (including $250,000 in cash).

Executive Leadership

NFS does not publish a standalone executive leadership team separate from Fidelity Investments, as it operates as an integrated institutional subsidiary of FMR LLC. Leadership of NFS falls under the broader Fidelity Institutional and FMR LLC organizational structure.

Abby Johnson — Chairman & CEO, FMR LLC (Ultimate Corporate Authority)

Abigail P. Johnson is Chairman and CEO of FMR LLC, the privately held parent company of Fidelity Investments and NFS. She has served as CEO since 2014 and Chairman since 2016, succeeding her father Edward “Ned” Johnson III. Under her leadership, Fidelity has expanded its institutional clearing and custody business significantly, making NFS one of the two dominant clearing platforms in the independent RIA market alongside Schwab/TD Ameritrade. Fidelity Investments manages approximately $15 trillion in customer assets and operates as one of the largest financial services companies in the world. The Johnson family holds a controlling stake in FMR LLC, making Fidelity one of the largest privately held companies in the United States.

Fidelity Institutional Leadership (NFS’s operating division)

NFS operates under the Fidelity Institutional business unit, which provides clearing, custody, and brokerage services to institutional clients. Fidelity Institutional’s leadership is not separately listed for NFS but is accessible through Fidelity’s institutional platform at clearingcustody.fidelity.com