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Julie C Lavelle

Strategic Advisers LLC

Los Angeles, CA

Culver City, CA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

2000 Avenue Of The Stars N. Tower, Los Angeles, CA 90067-4700 • United States

Culver City, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments New York NY 07/2007 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2007 → Present
    Fidelity Investments
    New York, NY
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Culver City, CA
    Los Angeles, CA
  • 2015-02-13 → 2018-07-13
    Strategic Advisers Llc
    New York, NY
    Los Angeles, CA
  • 2005-07-21 → 2006-03-03
    Morgan Stanley Dw Inc.
    Santa Monica, CA
  • 2003-02-25 → 2003-03-04
    Banc Of America Securities Llc
    Boston, MA
Other Businesses

OBA-62551|OrgNmn:Windsor Fountains Condominium HOA|Org Addr:Culver Cit,California,US|OBA Nature:Home Owners Association Board|Invst Rel:N|Title:Director|Duties:Director at Large Windsor Fountains Board of Directors for HOA|StrtDt:03-22-21|TotHrs/mon:6|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-27
S63 Uniform Securities Agent State Law Examination 2000-07-28
  • S65 Uniform Investment Adviser Law Examination
    2015-03-27
  • S63 Uniform Securities Agent State Law Examination
    2000-07-28
Other Names
  • Julie Pomfret Grifkin
  • Julie Catherine Lavelle
  • Julie Catherine Pomfret

View on SEC IAPD

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Other Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER
Sarah Mushtaq Chhotani
Julie Ann Yoon
Olivia R DiNapoli
Natalie Jeanne-Marie Glover
JAMES EDGAR BERLINER

Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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