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About the Investor Center
Fidelity Investments runs this Investor Center at the corner of University Avenue and Ramona Street downtown. Map listings tag it as a bank, but it is a brokerage and financial planning office rather than a deposit bank. Fidelity lists David Sprafka as branch manager. The office line, 800-742-1566, is staffed during office hours only; Fidelity customer service at 800-343-3548 answers 24/7. Fidelity says parking is available behind the Investor Center in the municipal lot or on the street.
Brokerage services come through Fidelity Brokerage Services LLC, a member of the NYSE and SIPC and advisory services through Strategic Advisers LLC, a registered investment adviser. Fidelity says its advisors are licensed with both. Whether one works with you in a fee-based advisory role or a brokerage role depends on the products you choose. This page describes the office and is not investment, tax or legal advice.
What this location offers
Fidelity's page for this office invites people to book an appointment to:
- Work with an advisor on a financial plan
- Discuss goals and investment strategies
- Get guidance on a specific situation
Financial planning meetings are by appointment only. Existing clients with a dedicated Fidelity advisor can schedule with that person after logging in. For anything else, Fidelity suggests calling before you stop by to see whether staff can help online or by phone. The page also offers screen sharing with a representative for online account questions.
The page points to Fidelity Medicare Services as well, run by Fidelity Health Insurance Services, LLC, which helps people learn about Medicare, enroll and get support in later years. Our guide to resources for older adults lists more local help.
Location and getting there
Fidelity Investments Palo Alto is at 251 University Avenue, Palo Alto, CA 94301, in the Downtown area of Palo Alto. Our Downtown guide covers what else is around.
The Palo Alto Caltrain station is less than a quarter mile away, a walk of a few minutes.
Parking: street spaces and city garages with posted limits (see parking in Palo Alto).
Hours
| Monday to Friday | 8:30 a.m. to 5 p.m. |
|---|---|
| Saturday and Sunday | Closed |
Hours from the business's own website, checked October 30, 2026.
What is nearby
- Arnoldi Jewelers, store, under 0.1 mi
- Oren's Hummus Shop, restaurant, under 0.1 mi
- Salt & Straw, bakery or dessert shop, under 0.1 mi
- Local Union 271, restaurant, under 0.1 mi
- LensCrafters, practice, under 0.1 mi
- University Avenue, under 0.1 mi
- Cogswell Plaza, under 0.1 mi
- Lytton Plaza, under 0.1 mi
Other everyday services nearby: Citibank University Avenue (under 0.1 mi); Wells Fargo University Avenue (under 0.1 mi); The UPS Store Bryant Street (under 0.1 mi); Chase Hamilton Avenue (0.1 mi). Browse the full everyday services list.
About this listing
Checked October 30, 2026 against Fidelity Palo Alto Investor Center page; Fidelity branch locations. How our listings work. Map data © OpenStreetMap contributors.
Frequently asked questions
Where is Fidelity Investments Palo Alto in Palo Alto?
Fidelity Investments Palo Alto is at 251 University Avenue, Palo Alto, CA 94301, in the Downtown area. The nearest Caltrain stop is the Palo Alto Caltrain station, about 0.2 miles away.
Do I need an appointment at Fidelity in Palo Alto?
Financial planning meetings are by appointment only. For other questions, Fidelity suggests calling first to see if staff can help you online or by phone.
Is Fidelity on University Avenue a bank?
No. It is a brokerage and financial planning office, even though some map listings tag it as a bank.
What phone number should I call for Fidelity in Palo Alto?
The Investor Center line, 800-742-1566, is staffed during office hours only. Fidelity customer service at 800-343-3548 answers 24/7.
What are Fidelity Investments Palo Alto's hours?
Monday to Friday: 8:30 a.m. to 5 p.m.; Saturday and Sunday: Closed.