Steven R Salovitch

Strategic Advisers LLC

Delray Beach, FL

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

FL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Delray Beach, FL • United States

1400 Glades Road Suite 180, Boca Raton, FL 33431-6457 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Self Employed	Naples	FL	05/2013	09/2018
Morgan Stanley	Boca Raton	FL	09/2018	04/2019
Morgan Stanley Private Bank, N.A.	New York	NY	11/2018	04/2019
Fidelity Brokerage Services Llc	Boca Raton	FL	04/2019	Present
Fidelity Investments	Boston	MA	03/2025	Present

05/2013 → 09/2018

Self Employed

Naples, FL
09/2018 → 04/2019

Morgan Stanley

Boca Raton, FL
11/2018 → 04/2019

Morgan Stanley Private Bank, N.A.

New York, NY
04/2019 → Present

Fidelity Brokerage Services Llc

Boca Raton, FL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-05-06 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boca Raton, FL
2019-01-28 → 2019-04-23

Morgan Stanley

Boca Raton, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-11-28

S66 Uniform Combined State Law Examination

2018-11-28

Other Names

Steven Richard Salovitch
Steven Salovitch

View on SEC IAPD

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