Digital Security Tips & Tricks with Fidelity

JUNE 16, 2021 | 12:00 – 1:00 PM
Virtual Event via Zoom


Gary Rossi from Fidelity’s Global Security Group will share insights and practical guidance on how you can better control and protect your devices, accounts and personal data from Cyber Fraudsters. 


Information security is more important now than ever before. Often in our busy lives, safeguarding ourselves against identity theft gets overlooked, or we falsely feel safer and more secure than we actually are.

Fidelity takes the security of clients very seriously, not just from a financial & data security standpoint, but from an overall standpoint. Fraudsters will try to take advantage of people when they are distracted, and their guard may be down. In these times, we need to be even more vigilant to protect ourselves against compromised personal information & nightmare fraud scenarios. Gary Rossi, a leader in Fidelity’s Global Security Group will share how to make sense of it all, and more importantly, what can be done about it.

Gary brings with him over 30 years of experience as a private sector and Law Enforcement security professional. He spent over 14 years in Federal law enforcement as a Special Agent with the FBI.  Gary functioned as the Chief of the FBI’s Undercover & Sensitive Operations group and has extensive experience in financial and cyber fraud matters.  His last 17 years have been spent in Fidelity’s Global Security Group and he now leads our Securities Services group which focuses exclusively on Educating our clients on security threats and what can be done about them.



Fidelity Institutional℠ provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisers (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to more than $4 trillion.
Fidelity Institutional℠ is a service provider to Bruton Chisnell Advisors, LLC. Fidelity Institutional℠ provides clearing, custody, or other brokerage services to [Firm Name] through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. Working with Fidelity Institutional℠ gives Bruton Chisnell Advisors, LLC. access to a wide range of products and services that can help us serve the needs of our clients. Through our relationship with Fidelity Institutional℠ you will receive a simplified, consolidated statement each month reflecting all your investment positions and transactions in your Fidelity brokerage account. Accounts are carried by National Financial Services LLC, a Fidelity Investments company and a member of NYSE and SIPC. 979899.1.0

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