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Fidelity Investments

Fidelity Clearing & Custody Solutions provides a comprehensive clearing and custody platform, brokerage services, trading capabilities and practice management and consulting to registered investment advisors (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, and banks. The goal of Fidelity Clearing & Custody Solutions is to help clients ensure that they are always future-ready by providing knowledgeable consulting, exceptional people and transformative technology.

Gary Rossi

Vice President

Gary Rossi is a vice president with Fidelity Investments, where he leads the Fidelity Security Services customer education program. In this role, he works directly with clients to help them understand current security threats and build appropriate mitigation strategies. He has more than 30 years of experience as a private sector and law enforcement security professional, with deep expertise in investigations, cybersecurity matters, risk mitigation, and strategic planning. Before joining Fidelity, Gary served as a special agent for the Federal Bureau of Investigation (FBI), investigating a variety of white-collar crimes, including sophisticated financial frauds, cybercrimes, and public corruption, and as the chief of the FBI’s Undercover and Sensitive Operations. He holds a degree in accountancy and management from Bentley University. Outside work, Gary enjoys devoting his energies to several charities and cherishes spending time with his family, traveling the world, and playing an occasional round of golf.

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1875 Century Park E #950, Los Angeles, CA 90067 | Tel: 310-278-8232

Disclaimer: Lido Consulting Inc. is affiliated with Lido Advisors, LLC and Oakhurst Advisors, LLC and provides and promotes educational and professional networking events and forums. Lido Consulting Inc. does not offer advice on investments, and nothing reflected herein is a recommendation of or offer to sell or buy securities