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Staci J. Rector

Strategic Advisers LLC

Port Charlotte, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31

Branch Locations

Port Charlotte, FL • 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 Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. North Naples FL 09/2006 05/2021
Charles Schwab Bank North Naples FL 07/2018 05/2021
Fidelity Investments Port Charlotte FL 05/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2006 → 05/2021
    Charles Schwab & Co., Inc.
    North Naples, FL
  • 07/2018 → 05/2021
    Charles Schwab Bank
    North Naples, FL
  • 05/2021 → Present
    Fidelity Investments
    Port Charlotte, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Port Charlotte, FL
Other Businesses

OBA-130314|OrgNmn:Cruise Memories by Staci|Org Addr:Port Charl,Florida,US|OBA Nature:Making customized craft items |Invst Rel:N|Title:Sole Proprietor|Duties:making crafts and selling them to people that go on cruises|StrtDt:06-15-26|TotHrs/mon:20|TrdHrs/mon:0|OBA-127092|OrgNmn:WAVE Coaching LLC|Org Addr:Port Charl,Florida,US|OBA Nature:Life Coach|Invst Rel:N|Title:Director|Duties:Owner, operator and coach providing personal life coaching to individuals|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-31
S63 Uniform Securities Agent State Law Examination 2006-12-01
  • S66 Uniform Combined State Law Examination
    2021-08-31
  • S63 Uniform Securities Agent State Law Examination
    2006-12-01
Other Names
  • Staci Jenee Snyder
  • Staci Jenee Davis
  • Staci Jenee Rector
  • Staci Jenee Davis
  • Staci Jenee Rector
  • Staci J Rector

View on SEC IAPD

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