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John Cherewatti

Advisor at Foxglove Financial

Updated today

Firm

Foxglove Financial

Location

Acton, MA

Credentials

Series 65

Industry experience

3 years

About

John Cherewatti is a financial advisor at Foxglove Financial with a Series 65 credential and three years of industry experience. He previously worked at Fidelity Investments for six years and at Boston College for two years. Foxglove Financial provides portfolio management and advisory services primarily to high-net-worth individuals, focusing on traditional securities such as mutual funds, equities, ETFs, and fixed income. The firm emphasizes fundamental analysis and a long-term investment horizon, tailoring asset allocation and security selection to each client’s Investment Policy Statement.

Client services

Based on Foxglove Financial

Portfolio management

Expertise

Based on Foxglove Financial

Wealth management Passive / index investing

Fee options

Percentage

1.00% annually

Location

Acton, MA

Most active in

Massachusetts

Work history

Foxglove Financial, LLC

2022 - Present (4 years)

Fidelity Investments

2016 - 2022 (6 years)

Boston College

2014 - 2016 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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