Steven Boschert

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

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2025-03-31
FL	RA	APPROVED	2025-03-31
NY	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

Branch Locations

3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709 • United States

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

Organization	City	State	From	To
Fidelity Investments	New York	NY	08/2009	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

New York, NY

N Bergen, NJ

West Palm Beach, FL
2013-04-30 → 2018-07-13

Strategic Advisers Llc

New York, NY
2008-09-03 → 2009-08-20

Banc Of America Investment Services, Inc.

Burlington, MA
2002-01-03 → 2008-09-12

Strategic Advisers Llc

Cincinnati, OH

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-11-12
S63	Uniform Securities Agent State Law Examination	1996-04-15