Fidelity Facts
 
National Financial
Fact Sheet
OVERVIEW
National Financial, a Fidelity Investments company, offers Integrated Brokerage Solutions® to over 310 clients ranging from retail broker/dealers to institutional investment firms. Collectively, there are nearly 85,000 brokers and advisors associated with National Financial correspondent broker-dealers. As of June 30, 2009, National Financial custodied over $520 billion in assets, representing 5.4 million accounts. Integrated Brokerage Solutions incorporates innovative technology, products and programs, supported by dedicated client service professionals and trusted industry partners. This holistic, solutions-oriented approach is designed to help client firms attain competitive advantage by driving growth, creating efficiency and managing risk. For more information about National Financial and Integrated Brokerage Solutions, please visit http://www.nationalfinancial.com/
ASSETS AS OF JUNE 30, 2009
Total ending client assets under administration $520.9 billion
Q2 BUSINESS HIGHLIGHTS
Total Ending Client Accounts 5.4 million
Daily average commissionable trades in Q2 2009 221,33
Total Q2 net flows $11.4 billion
ORGANIZATION
President & CEO, National Financial: Sanjiv Mirchandani
LOCATION
Headquartered in New York and Boston
#350171
 

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