Business Details
About
Investment ServiceFinancial Planning
Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.
Location
Hours
Frequently Asked Questions About Fidelity Investments
What services does Fidelity Investments in Santa Monica offer?
Fidelity Investments provides financial planning, wealth management, retirement, investment, and brokerage services including annuities, college planning, estate planning, life insurance, retirement planning, and wealth planning.
Where is Fidelity Investments located in Santa Monica?
Fidelity Investments is located at 1200 Wilshire Blvd, Santa Monica, CA 90403, US.
What are the office hours for Fidelity Investments in Santa Monica?
The office is open Monday through Friday from 8:30 AM to 5:00 PM Pacific Time and is closed on weekends and certain holidays like November 27 and December 25, 2025.
How can I schedule a planning appointment at Fidelity Investments?
You can schedule a complimentary planning appointment online via their reservation URL or by calling the local Investor Center.
Is it possible to perform service transactions digitally with Fidelity Investments?
Yes, Fidelity encourages digital service transactions through their website or the Fidelity Mobile app.
What is the contact phone number for Fidelity Investments in Santa Monica?
The main phone number is +1 800-873-5131.
Which nearby places can I visit for financial advice besides Fidelity Investments?
Nearby financial-related services include AIM Advisers, a financial service and community non-profit, and Dave Rosenberg, an insurance agency.
Are there nearby places to eat or relax near Fidelity Investments in Santa Monica?
Yes, you can visit Beachy Cream or Baskin-Robbins ice cream shops, Ukraina Deli and Ingo's Santa Monica for breakfast and brunch, or Broadway Baker and Vienna Pastry for baked goods.
What beauty and personal care services are available near Fidelity Investments?
Nearby you will find Brow Mantra Threading Salon, Modern Nail salon, Benefit Cosmetics BrowBar, Jenyahair hair salon, and Jeanna Kier beauty salon for various beauty and grooming needs.
How can nearby places like US Post Office or 7-Eleven assist when visiting Fidelity Investments?
The nearby US Post Office can help with mailing and document services related to investments, while 7-Eleven offers convenient retail options for snacks or quick errands during your visit.