Evan Scooler, financial advisor Marlborough MA

Evan Scooler

CRD Number: 5364884
Current Firm: Fidelity Personal And Workplace Advisors

Evan Scooler (CRD# 5364884) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Marlborough, MA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Personal And Workplace Advisors Boston, MA Jul 2018 - Current 2
Fidelity Brokerage Services LLC Marlborough, MA Jan 2008 - Current 13
Fidelity Investments Marlborough, MA Apr 2007 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Evan D. Scooler
Phone Number: 617-563-7000
Registered State(s):
  • MA
  • NH
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
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
  • Other
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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