Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
405 Cochituate Road, Framingham, MA 01701-4648 • United States
200 Technology Square, Cambridge, MA 02139-3578 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock | Boston | MA | 07/2018 | 04/2023 |
| Blackrock Investments, Llc | San Francisco | CA | 02/2015 | 07/2018 |
| Fidelity Investments | Framingham | MA | 05/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-19 |
Reach out to this advisor