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399 Boylston St 6Th Floor, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-01-04 |
| NH | RA | APPROVED | 2021-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 09/2009 | 07/2021 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 07/2021 |
| Fidelity Investments | Boston | MA | 09/2009 | 07/2021 |
| Evergreen Wealth Management Llc | Manchester | NH | 07/2021 | Present |
Nicholas Dana Stevens owns two rental properties located at 40-42 Cabot Street Everett MA 02149 and 2 Sprague Street Revere MA 02151. His duties involve managing day to day activities and handling tenant relationships, hiring a broker to find new tenants when one moves out and hiring contractors to make repairs at the properties. Each property takes approximately 2 hours per month. This is not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-08 |
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