Building a better private way to manage wealth

Everything we do as a company is focused on helping our clients take ownership of their financial futures.

WHAT WE DO

CNBC Market was built around a simple idea: private trading for cnbc crew. We work hard together, privatising goals to focus everything we do by offering a better, more modern way for them to build and manage wealth.

WHO WE SERVE

We help nearly 150 million individuals feel confident in the most important financial goals, manage employee benefit programs that help over 24,000 businesses support their employees’ total well-being, and support more than 16,000 wealth management firms and institutions with innovative investment and technology solutions to grow their businesses.

We continue to challenge the status quo and harness innovation to move faster and create value, developing new products and services to stay ahead of their distinct and evolving financial needs.

Our diverse businesses and independence give us insight into the entire market and the stability and scale needed to think and act for the long term as we deliver values.

CNBC Market is dedicated to improving the experience for experts with professional assistive technologies. This includes enhanced websites, digital communications and content, and live customer interactions over the phone or through face-to-face meetings.

COMMUNITY RELATIONS

We believe in a future where everyone is empowered to shape their financial futures and improve their lives. By building meaningful nonprofit collaborations, we provide access and opportunities to underserved communities.

DIVERSITY AND INCLUSION

A diverse workforce and inclusive culture are key to driving our business forward. Our comprehensive approach helps ensure that we are innovating to meet the needs of our growing customer base, creating opportunities for the communities we serve, and providing an inclusive culture for our associates. Read Fidelity’s latest Diversity & Inclusion Report and learn how we are making progress together.

Individual Investors

Driven, motivated people who believe that personal engagement, a sense of ownership, and a commitment to investing gives them control over their financial futures.

Advisors

Independent Registered Investment Advisors (RIAs) who believe, like Schwab, that there's a better way to serve investors. And we provide nearly 15,000* RIAs with custodial, trading, and business consulting services—more than any other firm in the industry.

Employers

Employers understand the long-term, bottom-line value of helping employees achieve a secure retirement and optimize other financial benefits. We help roughly 5.3 million* Workplace Plan Participants do just that.

* Beginning in the fourth quarter 2023, Retirement Plan Participants was expanded to include accounts in Stock Plan Services, Designated Brokerage Services, and Retirement Business Services. Participants may be enrolled in services in more than one Workplace business. Prior periods have been recast to reflect this change.

By The Numbers*

$4.12

trillion

total client assets

5.2 million

brokerage accounts

1.90 million

daily average trades

Career

CNBC Market is more than a financial services firm. Our people are innovators and creative thinkers, great financial analyst worldwide, leaders in defining investment strategies, and pioneers in developing cutting-edge technologies. We are committed voices for diversity, trusted partners in local communities, and champions. You'll find a culture here that empowers you to grow and do your best work as we work together to build better financial futures for certified CNBC workers.

We continue to test and learn to make decisions about the best ways we can work together. We aspire to blend the best of working remotely with coming together in person. Most associates in the U.S. have a hybrid schedule and are only required to work at their designated office location for five consecutive business days (Monday through Friday) once a month. These requirements are subject to change based on role and business needs.

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