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Zachary Conover Bouchard

BOSTON STANDARD WEALTH MANAGEMENT, LLC·WINCHESTER, Massachusetts
Series 7, Series 31, Series 6615 years registeredBOSTON STANDARD WEALTH MANAGEMENT, LLC
31 CHURCH ST. #3, WINCHESTER, MA 01890CRD# 4656054Firm CRD# 156452

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Zachary Conover Bouchard · WINCHESTER, MA
Registration
CRD #4656054 · BOSTON STANDARD WEALTH MANAGEMENT, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

BOSTON STANDARD WEALTH MANAGEMENT, LLC
Jul 2011 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 31
Series 66
Registration record
First registered · July 14, 2011
Years registered · 15
03

Disclosure History

2007Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
BOSTON STANDARD WEALTH MANAGEMENT, LLC
CRD 156452 · SEC 801-81146
AUM
$452M
Regulatory assets under management
Employees
5
1,567 client accounts
Services offered by BOSTON STANDARD WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BOSTON STANDARD WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Zachary Conover Bouchard offer?
Zachary Conover Bouchard specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WINCHESTER, Massachusetts for a consultation.
What are Zachary Conover Bouchard's credentials?
Zachary Conover Bouchard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zachary Conover Bouchard located?
Zachary Conover Bouchard is based in WINCHESTER, Massachusetts, working with BOSTON STANDARD WEALTH MANAGEMENT, LLC. Their office serves clients in the WINCHESTER metropolitan area and surrounding communities.
How does Zachary Conover Bouchard charge for services?
Zachary Conover Bouchard's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOSTON STANDARD WEALTH MANAGEMENT, LLC?
BOSTON STANDARD WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $452M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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