ZB
Zachary C. Bouchard
BOSTON STANDARD WEALTH MANAGEMENT
WINCHESTER, MA 01890
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CRD#: 4656054
ZB
Professional summary
Zachary Conover Bouchard is a registered financial advisor currently at BOSTON STANDARD WEALTH MANAGEMENT, LLC located in Winchester, Massachusetts.
Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Zachary has worked at 5 firms and has passed the Series 66, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Conover Bouchard'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®
NoneExperience
Current
July 14, 2011 - Present
BOSTON STANDARD WEALTH MANAGEMENT, LLC
Office #1: 31 Church St. # 3, Winchester, MA 01890RIA
CRD#: 156452
WINCHESTER, MA
Past
May 2, 2007 - June 30, 2011
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
WINCHESTER, MA
Past
August 17, 2005 - June 14, 2006
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
BOSTON, MA
Past
August 9, 2005 - August 19, 2005
RBC CAPITAL MARKETS, LLC
BD
CRD#: 31194
NEW YORK, NY
Past
July 24, 2003 - August 26, 2005
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
July 24, 2003 - August 26, 2005
AMERIPRISE FINANCIAL SERVICES, LLC
BD
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".
BS
BOSTON STANDARD WEALTH MANAGEMENT, LLC
BOSTON STANDARD WEALTH MANAGEMENT, LLC
CRD#: 156452 / SEC#: 801-81146
RIA
Registered Investment Advisory firm - (3/26/2015 Approved)California
Registered Investment Advisory firm - (4/26/2015 Terminated)Louisiana
Registered Investment Advisory firm - (1/2/2013 Terminated)Massachusetts
Registered Investment Advisory firm - (3/27/2015 Terminated)New Hampshire
Registered Investment Advisory firm - (4/9/2015 Terminated)New York
Registered Investment Advisory firm - (3/27/2015 Terminated)North Carolina
Registered Investment Advisory firm - (3/27/2015 Terminated)Texas
Registered Investment Advisory firm - (10/9/2013 Terminated)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.Highlighted states indicate IAR registrations
IAR
Massachusetts(7/14/2011)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BS
BOSTON STANDARD WEALTH MANAGEMENT, LLC
BOSTON STANDARD WEALTH MANAGEMENT, LLC
CRD#: 156452 / SEC#: 801-81146
RIA
Registered Investment Advisory firm - (3/26/2015 Approved)California
Registered Investment Advisory firm - (4/26/2015 Terminated)Louisiana
Registered Investment Advisory firm - (1/2/2013 Terminated)Massachusetts
Registered Investment Advisory firm - (3/27/2015 Terminated)New Hampshire
Registered Investment Advisory firm - (4/9/2015 Terminated)New York
Registered Investment Advisory firm - (3/27/2015 Terminated)North Carolina
Registered Investment Advisory firm - (3/27/2015 Terminated)Texas
Registered Investment Advisory firm - (10/9/2013 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
31 Church St. #3, Winchester, MA 01890
Mailing Address
Phone number
(781) 721-0072
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,614 |
| AUM (Assets Under Management) | $ 549,546,666 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/26/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BOSTON STANDARD WEALTH MANAGEMENT, LLC
CRD#: 156452Winchester, MA 01890TRUST BUT VERIFY
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