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NICHOLAS DANA STEVENS
NICHOLAS D STEVENS, NICHOLAS STEVENS, NICK D STEVENS, NICK STEVENS
CRD#: 5147260
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Investment Adviser
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Previous Broker
EVERGREEN RETIREMENT PLANNINGCRD#: 313909 399 BOYLSTON ST
6TH FLOOR
BOSTON, MA 02116
Registration History
200620082010201220142016201820202022202420262 FIRMS2006 - 2009 (2 years)IAEVERGREEN RETIREMENT PLANNING (CRD# 313909)2021 - Present (3 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2009 - 2021 (11 years)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - 2021 (3 years)IASTRATEGIC ADVISERS LLC (CRD# 104555)2012 - 2018 (6 years)
License(s)

State Registrations

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Massachusetts 1/4/2022

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New Hampshire 7/8/2021

Current Registration(s)
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EVERGREEN RETIREMENT PLANNING (CRD#:313909)
399 BOYLSTON ST 6TH FLOOR, BOSTON, MA 02116
Registered with this firm since 7/8/2021

Previous Registration(s)
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07/13/2018 - 07/19/2021 FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590) BOSTON, MA
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11/10/2009 - 07/14/2021 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) BOSTON, MA
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01/06/2012 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) BOSTON, MA
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09/13/2006 - 05/15/2009 ALLEN & COMPANY OF FLORIDA, INC. (CRD#:25) LAKELAND, FL
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07/06/2006 - 05/15/2009 ALLEN & COMPANY OF FLORIDA, INC. (CRD#:25) LAKELAND, FL
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Disclosures
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