Steven
Boschert

Fidelity Personal And Workplace Advisors

CRD#2723574
Investment Advisor
in Boston, MA
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About this Advisor

Steven Boschert is a certified financial planner who is based out of Boston, Massachusetts. Currently a registered advisor at Fidelity Personal And Workplace Advisors, they have accrued 10 years of work experience in the financial advisory industry. Boschert has Series 63 and Series 66 licenses, certifying them as a securities agent. Boschert is able to work with clients in Connecticut and Texas. Throughout their career, Boschert has worked at Banc Of America Insurance Services, Inc, Fidelity Investments and Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is based out of Boston, Massachusetts, and operates out of 25 brick-and-mortar locations in the United States. In aggregate, Fidelity Personal And Workplace Advisors oversees $345 billion in assets throughout 858,130 client accounts and employs more than 6,485 people. The amount of assets the firm manages places it among the biggest firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 68% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Fidelity Personal And Workplace Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

245 Summer Street, V2A
Boston, MA 02210

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$338,001,104,173

MA Average: $16,012,751,954
Total Number of Employees

6,722

MA Average: 118
Total Number of Accounts

914,878

MA Average: 4,567
Average Account Size

$369,449

MA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Steven Boschert Work History

Steven has 10 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2009 - Present (10 years)

Fidelity Investments

2008 - 2009 (1 year)

Banc Of America Insurance Services, Inc

Disclosures

Steven Boschert has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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