Steven J. Boschert
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
PALM BEACH GARDENS, FL 33410-2709
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CRD#: 2723574
Professional summary
Steven James Boschert, CFP®, who also goes by Steven James Boschert, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Palm Beach Gardens, Florida and FIDELITY BROKERAGE SERVICES LLC located in Palm Beach Gardens, Florida.
Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Steven has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
I partner with clients to help them develop and implement financial plans, with the goal of increasing confidence and reducing uncertainty. Building a trusting relationship is key to every interaction. I have a great passion for the work I do, bringing a high level of energy, and a disciplined approach to strive for client success.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
Steven James Boschert
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Steven James Boschert's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2005
Education
Xavier University
Master of Business Administration (MBA) - Marketing
1995
Xavier University
Bachelor of Business Administration - Marketing
1992
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #1: 3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709RIA
CRD#: 104555
PALM BEACH GARDENS, FL
Current
September 4, 2009 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3501 Pga Boulevard, Suite 100 Grand Bank Center, Palm Beach Gardens, FL 33410BD
CRD#: 7784
Palm Beach Gardens, FL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WEST PALM BEACH, FL
Past
April 30, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
NEW YORK, NY
Past
September 3, 2008 - August 20, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
BURLINGTON, MA
Past
August 29, 2008 - August 20, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
BURLINGTON, MA
Past
January 3, 2002 - September 12, 2008
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
CINCINNATI, OH
Past
April 2, 1996 - September 12, 2008
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
BURLINGTON, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(8/9/2017)
RR
California(1/5/2010)
RR
Colorado(6/18/2018)
RR
Connecticut(9/4/2009)
IAR
Connecticut(3/31/2025)
RR
Delaware(9/4/2009)
RR
District of Columbia(9/4/2009)
RR
Florida(9/4/2009)
IAR
Florida(3/31/2025)
RR
Georgia(9/7/2021)
RR
Hawaii(11/29/2022)
RR
Illinois(9/4/2009)
RR
Indiana(8/16/2021)
RR
Kentucky(1/6/2015)
RR
Louisiana(12/5/2022)
RR
Maine(9/4/2009)
RR
Maryland(9/4/2009)
RR
Massachusetts(9/4/2009)
RR
Michigan(1/3/2020)
RR
Minnesota(6/23/2022)
RR
Montana(1/3/2020)
RR
New Hampshire(9/4/2009)
RR
New Jersey(9/4/2009)
RR
New Mexico(8/9/2017)
RR
New York(9/4/2009)
IAR
New York(3/31/2025)
RR
North Carolina(8/16/2021)
RR
Ohio(9/8/2009)
RR
Pennsylvania(9/4/2009)
RR
Rhode Island(9/4/2009)
RR
South Carolina(1/6/2015)
RR
Tennessee(8/16/2021)
RR
Texas(8/9/2017)
IAR
Texas(3/31/2025)
RR
Vermont(1/3/2012)
RR
Virginia(9/4/2009)
RR
Washington(8/9/2017)
RR
West Virginia(8/9/2017)
RR
Wisconsin(8/9/2017)
RR
Wyoming(9/7/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Palm Beach Gardens, FL 33410-2709TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
