NYC Wall Street

Schedule a planning appointment to:

  • Collaborate on a financial plan
  • Discuss your goals and investment strategies
  • Get guidance on a specific situation

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Investor Center details

Financial planning by appointment only

165 Broadway, New York NY 10006

Office hours:

Monday to Friday: 8:30 a.m. - 5:00 p.m.


Not sure if you need an appointment? Call us and we’ll help!

This Investor Center: 800-348-3030 (office hours only)

Fidelity Customer Service Center: 800-343-3548 (24/7)

Investor Center management details, parking, holidays, and more info


Branch Manager: Patrick O'Keefe

Location: The branch is located on the corner of Liberty St. and Church St.

Wheelchair Accessibility: Facing the entrance to One Liberty Plaza located on Liberty Street. Once on the platform, turn left heading towards the corner of Liberty St. and Church St. and you’ll see the branch on the right

Public Transit: Accessible from the Path train and Subway A, C, R, and W.

Connect with us before stopping by to see if we can help you online

Customer Service Center

Or call us at 800-343-3548

Fidelity Medicare Services® - A licensed Fidelity Medicare advisor can help you identify and enroll in the Medicare plan that makes sense for your situation.