Nicholas
Stevens

Evergreen Retirement Planning

CRD#5147260
Investment Advisor
in Boston, MA

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About this Advisor

Nicholas Stevens is a certified financial planner working in Boston, Massachusetts who has 2 years of industry experience. Stevens is on the advisory team at Evergreen Retirement Planning. Their career trajectory has included roles at Fidelity Investments, Fidelity Personal And Workplace Advisors and Evergreen Wealth Management LLC. Stevens maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Massachusetts and New Hampshire. Evergreen Retirement Planning is an advisory firm with a branch in Boston, Massachusetts.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Office Location

399 Boylston St 6Th Floor
Boston, MA 02116

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Nicholas Stevens Work History

Nicholas has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Evergreen Wealth Management LLC

2018 - 2021 (3 years)

Fidelity Personal And Workplace Advisors

2009 - 2021 (12 years)

Fidelity Investments

2009 - 2021 (12 years)

Fidelity Investments

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nicholas Stevens to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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