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Kevin Patrick Schiller

Kevin P. Schiller

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CRD#: 2328475
Kevin Patrick Schiller

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kevin Patrick Schiller was a registered financial professional .

Kevin is a previously registered financial professional and started their career in finance in 1993. Kevin had worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 10, Series 9 and Series 8 exams.

Biography

I lead, coach and manage 9 Boston area Investor Centers where our main focus is to coach and develop our advisors so that they can help our clients plan for their financial goals and dreams.
top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OBA-7458|OrgNmn:Norwell VNA/Cancer Support Community|Org Addr:Norwell,Massachuse,US|OBA Nature:Hospice care and Cancer Suppor|Invst Rel:N|Title:Board of Trustess - Fundraising|Duties:Advise director on fundraising for the charity|StrtDt:11-08-23|TotHrs/mon:1|TrdHrs/mon:0|

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Education

University of New Hampshire

Bachelor of Business Administration - Finance

1993

Experience

Past

July 13, 2018 - February 21, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BOSTON, MA
Past

January 15, 2013 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
BRAINTREE, MA
Past

January 1, 2008 - February 21, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
HINGHAM, MA
Past

January 20, 2005 - January 1, 2008

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
WESTLAKE, TX
Past

December 1, 1994 - July 13, 2005

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
BOSTON, MA
Past

March 15, 1993 - January 28, 2005

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 1/8/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/18/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/21/1993
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/11/1993
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/2/2023
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/2/2023
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 8
Date: 3/10/1999
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

FIDELITY PERSONAL AND WORKPLACE ADVISORS
FIDELITY PERSONAL AND WORKPLACE ADVISORS
FIDELITY PERSONAL AND WORKPLACE ADVISORS | FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC

CRD#: 288590 / SEC#: 801-112027

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Contact information

Main Address
245 Summer Street, V2a, Boston, MA 02210
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
15,424

Documents

Latest Form ADV

Part 2 Brochures

FIDELITY WEALTH ADVISOR SOLUTIONS (11/15/2024)
FPWA FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/28/2024)
FPWA FIDELITY GO (3/28/2024)
FPWA FIDELITY MANAGED FIDFOLIOS (3/28/2024)
FPWA FIDELITY STRATEGIC DISCIPLINES (3/28/2024)
FPWA FIDELITY WEALTH SERVICES (3/28/2024)

Regulatory assets under management

Total Number of Accounts1,991,043
AUM (Assets Under Management)$ 818,776,100,963

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/22/2024
Cover Page
Report
10/23/2023
Cover Page
Report
01/06/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Market LeaderCRD#: 288590

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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