DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Kimberly Boucher
Certified Financial Planner
Feed of 09/15/2026
Also filed as Kimberly Beth Ezold
At current firm
1 y
since Mar 31, 2025
In the industry
23 y
since Oct 9, 2002 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Strategic Advisers LLC national BD currentsince Mar 31, 2025 · Holliston, Ma
- Fidelity Personal And Workplace Advisors formerJul 13, 2018 to Mar 31, 2025 · Boston, Ma
- Strategic Advisers LLC national BDMar 30, 2015 to Jul 13, 2018 · Framingham, Ma
- Amundi Pioneer Institutional Asset Management, Inc. formerApr 20, 2006 to Mar 6, 2015 · Boston, Ma
- Amundi Asset Management US, Inc. formerSep 25, 2005 to Apr 20, 2006 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Strategic Advisers LLC to Fidelity Personal And Workplace Advisorsleft Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
- Amundi Pioneer Institutional Asset Management, Inc. to Strategic Advisers LLCleft Mar 6, 2015, registered Mar 30, 2015 (24 days) · Other
- Amundi Asset Management US, Inc. to Amundi Pioneer Institutional Asset Management, Inc.left Apr 20, 2006, registered Apr 20, 2006 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address