Fidelity Investments
Finance & Banking · Lobbying Client
Fidelity Investments reported $11.5 million in federal lobbying expenditures (2020-2024) as disclosed in Senate LDA filings. The organization's lobbying activity spans 5 policy areas, with primary focus on Financial Institutions, Taxation, Retirement. This data is drawn from quarterly disclosure reports filed with the Secretary of the Senate under the Lobbying Disclosure Act of 1995. All lobbying disclosure data sourced from Senate lobbying disclosure filings filed under the Lobbying Disclosure Act.
Annual Lobbying Spend
Policy Issues
Government Entities Contacted
Recent Filings
| Period | Registrant | Issues | Lobbyists | Amount |
|---|---|---|---|---|
| 2024 Oct-Dec | Capitol Counsel | FINBANTAX | 4 | $517K |
| 2024 Jul-Sep | Fierce Government Relations | FINRET | 4 | $627K |
| 2024 Apr-Jun | K&L Gates | RETFIN | 4 | $653K |
| 2024 Jan-Mar | Franklin Square Group | TAXFINRET+2 | 2 | $571K |
| 2023 Oct-Dec | Mehlman Consulting | FINRET | 2 | $754K |
| 2023 Jul-Sep | Williams & Jensen | RETFIN | 3 | $667K |
| 2023 Apr-Jun | Cornerstone Government Affairs | FINTAXRET | 2 | $658K |
| 2023 Jan-Mar | Steptoe & Johnson | TAXFIN | 1 | $610K |
Fidelity Investments Lobbying FAQ
Fidelity Investments has spent $11.5M on federal lobbying across 5 policy areas. This includes spending on registered lobbyists and direct government contacts.
Fidelity Investments lobbies on 5 policy issues, including Financial Institutions, Taxation, Retirement, Banking. These disclosures are filed quarterly with the Senate Office of Public Records.
Fidelity Investments has an Influence Score of 54/100 (Grade C). This proprietary score is based on total lobby spend (40%), policy issue breadth (30%), and revolving door connections (30%).
Fidelity Investments employs 8 registered lobbyists, of whom 2 have revolving door connections — meaning they previously held government positions before becoming lobbyists.
Fidelity Investments has contacted 6 government entities as part of their lobbying activities, including Federal Communications Commission, National Science Foundation, Dept of Health & Human Services.
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Lobbying data is sourced from quarterly Lobbying Disclosure Act (LDA) filings with the Senate Office of Public Records. Influence Scores combine total spend (40%), issue breadth (30%), and revolving door connections (30%). Filings may be amended after initial submission.