Brian Boulet
- Role
- Senior Legal Counsel at Fidelity Investments
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Brian Boulet
In-house counsel with broker-dealer, investment adviser and insurance legal and…
Experience
Senior Legal Counsel
Dec 2021 — Present
Support retail investment advisory offerings, with particular emphasis on robo-advice and digital engagement. Counsel compliance and business partners with respect to regulatory initiatives, advertising and marketing practices, the discharge of fiduciary duty through a digital advice medium, and interactions with federal regulatory bodies, among other subject matters.
Skills
- Securities
- Investments
- Research
- Litigation
- Portfolio Management
- Accounting
- Legal Assistance
- Analysis
- Mutual Funds
- Legal Research
- Insurance
- Legal Writing
- Financial Services
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