Michelle Boisvert

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2019 → 05/2024
  Td Ameritrade
  Manchester, NH
• 10/2017 → 09/2019
  Citizens Bank
  Concord, NH
• 08/2011 → 10/2017
  Hannaford
  Nashua/Goffstown, NH
• 12/2022 → Present
  Charles Schwab And Co., Inc.
  Manchester, NH
• 01/2022 → Present
  Charles Schwab Bank, Ssb
  Manchester, NH
• 06/2020 → 09/2023
  Td Ameritrade Investment Management, Llc
  Manchester, NH

Previous Registrations

• 2020-07-10 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Manchester, NH
  Manchester, NH
• 2020-07-10 → 2022-10-14
  Td Ameritrade, Inc.
  Bedford, NH
  Omaha, NE

Exams

• S66 Uniform Combined State Law Examination
  2020-06-25

Other Names

• Michelle Katherine Boutin
• Michelle Katherine Boutin
• Michelle Boudreau