Blair Chozen, financial advisor Oakdale MN
90 score

Blair Chozen

CRD Number: 6117657
Current Firm: Strategic Advisers, Inc.

Blair Chozen (CRD# 6117657) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Oakdale, MN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Westlake, TX Feb 2011 - Current 5
Hookless Hangers Lubbock, TX Feb 2010 - Feb 2011 1
Evergreen Research Elfin Forest, CA Feb 2010 - May 2010 < 1
Party Staff San Diego, CA Feb 2010 - Feb 2010 < 1
Na Na, CA Oct 2009 - Feb 2010 < 1
Leilani's On The Beach Lahaina, HI Feb 2006 - Oct 2009 3
Kaanapali Golf Course Lahaina, HI Sep 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2013
S66 NASAA Uniform Combined State Law Examination Oct 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Blair M. Chozen
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • AZ
  • MI
  • WI
  • IL
  • IA
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
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 investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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

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BADGES
90

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