Kimberly B. Boucher

STRATEGIC ADVISERS LLC | Vice President, Wealth Planner

HOLLISTON, MA

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CRD#: 4541881

Professional summary

Kimberly Beth Boucher, CFP®, who also goes by Kimberly B Boucher, Kimberly Beth Boucher, Kimberly B Ezold, Kimberly Beth Ezold, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Holliston, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Framingham, Massachusetts.

Kimberly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Kimberly has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

I partner with valued clients through a defined process to build, implement and monitor a personalized financial plan.  Through my role as a Financial Consultant, I collaborate with clients to identify strategies that are based on the client's goals and needs.  I then work alongside the client to implement the agreed upon plan.  This is all rooted in a relationship where I get to know the client, their family and what is truly important to them.   

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kimberly B Boucher | Kimberly Beth Boucher | Kimberly B Ezold | Kimberly Beth Ezold

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimberly Beth Boucher's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Education

Suffolk University

Master of Business Administration (MBA) - Strategic Management

2011

Clark University

Bachelor of Arts (BA) - International Relations - Government

2002

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #3: 405 Cochituate Road, Framingham, MA 01701

RIA

CRD#: 104555

HOLLISTON, MA

Current

March 11, 2015 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 405 Cochituate Road, Framingham, MA 01701

CRD#: 7784

Framingham, MA

Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

March 30, 2015 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

FRAMINGHAM, MA

Past

April 20, 2006 - March 6, 2015

AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.

RIA

CRD#: 138756

BOSTON, MA

Past

September 25, 2005 - April 20, 2006

AMUNDI ASSET MANAGEMENT US, INC.

RIA

CRD#: 107719

BOSTON, MA

Past

September 22, 2005 - March 6, 2015

AMUNDI DISTRIBUTOR US, INC.

CRD#: 24497

BOSTON, MA

Past

September 26, 2002 - September 20, 2005

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 26, 2002 - September 20, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

STRATEGIC ADVISERS LLC

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.

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

Arizona
(1/5/2025)

California
(6/3/2024)

Connecticut
(3/11/2015)

Florida
(3/11/2015)

Georgia
(3/25/2023)

Illinois
(1/25/2024)

Maine
(1/25/2024)

Massachusetts
(3/11/2015)

IAR

Massachusetts
(3/31/2025)

Michigan
(6/14/2024)

New Hampshire
(2/27/2024)

New Jersey
(3/14/2022)

New York
(1/5/2025)

North Carolina
(7/19/2024)

Oregon
(10/24/2025)

Rhode Island
(3/11/2015)

South Carolina
(1/6/2017)

Texas
(1/6/2017)

IAR

Texas
(3/31/2025)

Vermont
(3/11/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/9/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/25/2002

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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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

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

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	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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Kimberly B. Boucher

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimberly Beth Boucher's CRS (Customer Relationship Summary).

Certified licenses

Education

Suffolk University

Clark University

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.

AMUNDI ASSET MANAGEMENT US, INC.

AMUNDI DISTRIBUTOR US, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/9/2002

SIE

Date: 10/1/2018

Series 7

Date: 9/25/2002

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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