Kyle Bokuniewicz, financial advisor Boston MA

Kyle Bokuniewicz

CRD Number: 6982629
Current Firm: Fidelity Personal And Workplace Advisors

Kyle Bokuniewicz (CRD# 6982629) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 4 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Fidelity Brokerage Services LLC Boston, MA May 2020 - Current 4
Axa Advisors, LLC New York, NY Feb 2019 - May 2020 1
Forget Me Not Gardens, LLC Lake Mary, FL May 2012 - Jan 2019 6
Student Orlando, FL Jan 2007 - Dec 2018 11
Dws Flooring LLC Longwood, FL Jun 2016 - Jun 2018 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2020
Contact Info for Kyle Bokuniewicz
Phone Number: 617-563-7000
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    818,776
    MILLIONS
  • Total Number of Accounts
    1,991,043
    ACCOUNTS
  • Average Account Value
    $411,230
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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