Steven G. Wolfe

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
RI	RA	APPROVED	2025-09-11
MA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Brookline	MA	10/2014	09/2016
Bank Of America, N.A.	Brookline	MA	10/2014	09/2016
Tiaa	Cambridge	MA	09/2016	11/2020
Tiaa-Cref Individual & Institutional Services, Llc	Cambridge	MA	09/2016	11/2020
Fidelity Investments	Framingham	MA	11/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

10/2014 → 09/2016

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Brookline, MA
10/2014 → 09/2016

Bank Of America, N.A.

Brookline, MA
09/2016 → 11/2020

Tiaa

Cambridge, MA
09/2016 → 11/2020

Tiaa-Cref Individual & Institutional Services, Llc

Cambridge, MA
11/2020 → Present

Fidelity Investments

Framingham, MA
03/2025 → Present

Fidelity Investments

Boston, MA

2021-02-17 → 2025-03-31

Fidelity Personal And Workplace Advisors

Framingham, MA
2016-10-14 → 2020-11-13

Tiaa-Cref Individual & Institutional Services, Llc

Cambridge, MA
2014-11-06 → 2016-09-26

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Walpole, MA

Walpole, MA

Malden, MA

Quincy, MA

Cohasset, MA

Walpole, MA

Brookline, MA

Jamaica Plain, MA

Boston, MA

Walpole, MA

Boston, MA

Boston, MA
2013-12-16 → 2014-10-14

Eaton Vance Management

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-12-06
S63	Uniform Securities Agent State Law Examination	2011-05-27