Steven Wolfe, financial advisor Framingham MA

Steven Wolfe

CRD Number: 5899682
Current Firm: Fidelity Personal And Workplace Advisors

Steven Wolfe (CRD# 5899682) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Framingham, MA and has over 12 years of experience in the finance industry. Steven Wolfe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Fidelity Personal And Workplace Advisors
Professional Designations
Company Name Location Dates Years
Fidelity Investments Framingham, MA Nov 2020 - Current 3
Tiaa Cambridge, MA Sep 2016 - Nov 2020 4
Tiaa-cref Individual & Institutional Services, LLC Cambridge, MA Sep 2016 - Nov 2020 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Brookline, MA Oct 2014 - Sep 2016 1
Bank Of America, N.a. Brookline, MA Oct 2014 - Sep 2016 1
Eaton Vance Distributors, Inc. Boston, MA Oct 2013 - Oct 2014 1
Eaton Vance Management Boston, MA Oct 2013 - Oct 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2011
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Steven Wolfe
Phone Number: 617-563-7000
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
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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