# FIDELITY PERSONAL TRUST COMPANY, FSB

FIDELITY PERSONAL TRUST COMPANY, FSB of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 109516
- Type: SEC-registered investment adviser
- SEC file number: 801-57524
- Location: 245 SUMMER STREET - 4TH FLOOR, BOSTON, MA, 02210
- Phone: 800-544-3455
- Latest filing: 2007-03-28
- Regulatory AUM: $1.7B
- Discretionary AUM: $1.7B
- Clients: 11
- Accounts: 2,388

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| CARNEY JEFFREY R | DIRECTOR | — |
| JOHNSON EDWARD CROSBY | SHAREHOLDER | — |
| LORING WILLIAM CALEB | DIRECTOR | — |
| SEGAL DEBORAH C | VICE PRESIDENT/CHIEF FIDUCIARY OFFICER | — |
| LINSLEY KAREN L | DIRECTOR | — |
| STEED CATHERINE NORA | TREASURER | — |
| LIBBEY SARAH CLARKE | DIRECTOR/PRESIDENT | — |
| HITT JOHN J | DIRECTOR | — |
| BOUDROT SUSAN MARIE | CHIEF COMPLIANCE OFFICER | — |
| MIRCHANDANI SANJIV HIRO | DIRECTOR | — |
| JOHNSON ABIGAIL PIERREPONT | SHAREHOLDER | — |
| AMAND MALINA BETH | COMPLIANCE OFFICER/SECRETARY | — |
| ASHKENAS NORMAN LEE | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER | — |
| GOLDBERG LENA G | DIRECTOR | — |
| ROHDA RODNEY RAYMOND | DIRECTOR | — |
| CORNELL JAMES KEEN | DIRECTOR/PRESIDENT | — |
| OLAKSEN DAI | VICE PRESIDENT/TREASURER | — |
| SVORINIC PETER | INVESTMENT ADVISER COMPLIANCE OFFICER | — |
| DENISON DAVID FRANCIS | DIRECTOR | — |
| GINSBERG MALINA BETH | COMPLIANCE OFFICER/SECRETARY | — |
| OLAKSEN DAVID | VICE PRESIDENT OF FINANCE/TREASURER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109516/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109516/similar
- Related entities: https://search.stillhousedata.com/firm/109516/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109516

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.